Skip to main content

Add a facility

Step-by-step instructions for adding a new campus facility, assigning managers, and configuring request handling rules in Edlio CMS.

Adding a facility allows school administrators to make a campus space available for staff scheduling or public community requests. The unified facility creation workflow brings space details, requester rules, manager approvals, and campus sharing into a single intuitive form.

💡 Adoption Tip: Complete Guidelines Prevent Booking Friction

Fill out both "Before you request" (e.g. required custodial coverage, key pickup) and "Terms and conditions" (e.g. clean-up policies, equipment usage rules) so requesters have crystal-clear expectations prior to submitting a reservation.

How to Add a Facility

Step 1: Open Facilities and Click "+ Add facility"

Navigate to Facilities from your CMS admin dashboard. In the top right corner of the Facilities dashboard, click the blue + Add facility button.

Step 2: Define "The space"

In the first form section, enter the core attributes of the room or area:

  • Name*: Enter a clear identifier (e.g. Competition Gymnasium, Library Media Center, Cafeteria). (50 characters maximum).

  • Description: Detail the room capacity, seating arrangements, and available AV equipment (e.g. projector, bleachers, microphones).

  • Hours of operation: Specify standard available time blocks (e.g. Monday–Friday, 6:00am–9:00pm).

Step 3: Specify Rules & Assign Facility Managers

Configure what requesters must read and select who oversees the space:

  • Before you request: Inform requesters of special requirements (such as required insurance certificates or custodial fees).

  • Terms and conditions: State liability and care rules. Check "Make people accept these terms before they can submit" to enforce compliance.

  • Facility managers*: Search and assign staff members responsible for approving or declining reservations. (A space without an assigned manager collects unreviewed requests).

Step 4: Configure Request Handling & Campus Sharing

Fine-tune approval automation and multi-campus visibility at the bottom of the form:

  • Requests need approval: Toggle ON (default) so managers must explicitly hold timeslots.

  • Show pending requests on the schedule: Toggle ON so viewers see awaiting requests, avoiding duplicate booking attempts.

  • Accept requests from the public website: Toggle ON to allow community organizations and parents to request time directly from your public website.

  • Remind managers about requests left waiting: Toggle ON to send automatic email reminders when requests sit unanswered.

  • Share with other campuses: Tick partner schools in your district so their staff can view and book this facility while ownership remains with your campus.

Step 5: Save Facility

Click the blue Add facility button on the bottom floating bar. The space is immediately active and listed on your Facilities directory.

Related Articles

Did this answer your question?