Your onboarding journey with Matrix Booking

We’ll get your workplace management platform set up quickly and accurately, so you can start you can start managing your workspace efficiently straight away.

Your Matrix Booking onboarding journey: at a glance

  1. Fill in our easy-to-understand onboarding questionnaires 
  2. We automate your workplace management platform configuration 
  3. We train your administrators on your actual system
  4. Go-live and receive ongoing UK-based 24-hour support 

Learn more about the Matrix Booking onboarding process below.

Consistent, efficient and user freindly

Matrix Booking has continually refined its onboarding journey, making it exceptionally quick and easy for you to provide us with the data we need. This then means we can get your system set up the way you want it – fast. 

We’ll keep you up to speed throughout the short onboarding. Once your system is ready, we’ll train your teams to confidently manage your workplace management platform, and our comprehensive, UK-based support is on hand to answer any questions you have in the future. 

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Your Matrix Booking onboarding journey: Step-by-step

1. Fill in our easy-to-understand onboarding questionnaires 

We start by sending you our onboarding questionnaires to fill in. These help your facilities or workplace management teams collect the necessary details about your estates, resources, and how you want everything to work.  

There are also questionnaires for your IT team, to provide us with the information we need to integrate with your enterprise systems, such as Active Directory and Microsoft 365. 

2. We automate your workplace management platform configuration

The data from the questionnaires automatically feeds into the Matrix Booking software. This means setup is fast and accurate, with only minimal refinements generally needed prior to go-live. 

3. We train your administrators on your actual system

We then run training workshops with the team that will be administering the platform for you – typically your facilities or workplace management function. 

These workshops use your actual Matrix Booking system, to ensure your administrators know exactly how it’s set up, and where to find everything, so they can then operate it confidently and self-sufficiently. 

(If you’d prefer Matrix Booking to administer your system on your behalf, have a look at our optional Admin as a Service.)

4. Go-live and receive ongoing UK-based 24-hour support 

Once your teams are happy they understand the software, you’re ready to go live at a time of your choosing.  

From this point on, you’ll have access to our customer support portal, where you’ll find extensive documentation and eLearning modules, and can raise and track support requests with our UK-based team. 

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Up and running in just 17 working days…

“The Matrix Booking team have been fantastic. Together we managed to configure the new system and migrate all commuter hub sites, in 17 working days from a standing start.”

Paul Cox – Deputy Programme Manager, MOJ National, Estates Cluster

See the Matrix Booking difference

Book a personalised demo and discover the most configurable workplace management platform.