Floor Plan — Add, Edit your Location Types

Location types in Optii define how each area of your property is categorized on the floor plan. Accurately representing your location types is essential for efficient scheduling and resource management. This article provides a step-by-step guide on how to add, edit, and assign location types within your Optii floor plan settings.

Step 1 Adding a New Location Type:

1. Access Floor Plan Settings: Navigate to "Settings" and select the "Floor Plan" tab in the left-hand menu.

Step 2 Add Location Type

Open Location Types: Click on the "Location Types" tab within the Floor Plan section. This will display all currently saved location types. To add a new one, click the blue "Add Location Type" button.

Step 3 Define Location Type Details

Define Location Type Details: For new room types, provide the following information:

• • Name: A clear and descriptive name for the room type (e.g., "Carpark," "Lobby," "Outdoor Spaces").
  • Code: Add the code for your Location Type, for example CP for Carpark or OS for Outdoor Spaces.
  • Note (Location Type Description): A brief description of the location type, including any relevant details (e.g., "20 cars," "Guest space," "Pool, Restaurants and more").

Save New Location ype: Click the blue "Add" button in the bottom right corner. The new location type will now appear in your floor plan and be available for association with specific locations.

Step 4 Editing an Existing Location Type:

1. Access Floor Plan Settings: As with adding, go to "Settings" and then click on the "Floor Plan" tab.
2. Open location types: Click the "Location Types" tab. You'll see the list of existing location types. To edit one, click the pencil icon next to the location type you wish to modify.
3. Modify Room Type Details: Update the name, code, or description as needed.
4. Save Changes: Click the "Update" button to save your modifications.

Step 5 Assigning a Location Type to a Location:

1. Click on 'Add Location' or Edit a Location: Click on the desired location on the floor plan.

1. Add or Edit the Location Details: In the location details view that appears on the left-hand side, click the pencil icon.
2. Choose Location Type: Select the appropriate location type from the dropdown menu.

1. Add or Update Location Assignment: Click the blue "Add" or "Update" button at the bottom of the page to save the location type assignment.

Congratulations! You have successfully added, edited, and assigned location types within your Optii floor plan settings. Keeping your location types accurate ensures efficient scheduling, resource management, and an up-to-date hotel floor plan.

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