Planner and Visitor - Updates and New Features – Helpdesk

Newest Version 12.192

Every Cloud version is containing various bug fixes reported by our customers and found by our developers.

If there is a specific bug you wanna hear about or you would like a status update on a bug please write or call our helpdesk@pronestor.com

12.168

Exhange server support: Planner no longer supports Exchange Server versions earlier than Exchange 2016 CU3.

12.141

added anoymization tab to imports.

12.107

Booking tab
- Multiple optimisations in the workflow.

12.99

Meeting type: Changed allowed length drom 50 to 100.
Economy exports: Some fields have changed. So economy exports need to be updated to reflect this.

12.91

Enabled free form editing for billing account search in O365 add-in.
Added meeting type note hint in O365 add-in when configured in planner.
Locations dropdown in users page is sorted alphabatically. Global location is still shown as the first option.

12.84

Did extensive alignment of naming in database and code.

12.83

Aligned booking flow: Bookings of the same product for the same time on same location should show up as a single booking line.

12.82

Added logging of bad EWS state.
Refactored meeting creation logging.

12.80

UI text have been changed to better reflect their actual purpose.
- Kitchen note
- Meeting notes in booking flow

12.68

Fixes issue with O365 failing to load a meeting when meeting in an occurrence has it start time changed
Fixed issue that prevented billing code from being set on resource bookings.
Aligned order deadline description.
Refactored exception type for Import Users Job.

12.63

Fixed bug preventing catering notifications from being sent from o365 Add-in.
Localized visitor location name in error messages.
Localized settings in attendees.
Fixed catering text in both the O365 add-in and email notification when catering is set to pick up.
Fixed bug in Visitor Self Registration settings.
Fixed bug preventing Exchange meetings from showing up in Outlook Add-in.

12.57

Fixed bug preventing catering notifications from being sent from o365 Add-in.
Changed filtering functionality in bookings tab.
Fixed bug preventing Visitor Boarding Cards from being sent from o365 Add-in.
Fixed catering text in both the O365 add-in and email notification when catering is set to pick up.
Added highlighting to orphaned bookings.
Fixed bug preventing email notifications from being sent.
Fixed bug preventing user groups from editing resource filters.

12.46

Office 365 AddIn
- Changed filter on Office 365 AddIn. When filtering rooms through attributes, it is now filtered by all added attributes.

11.28.0

Languages
- Added German translation to Planner.

11.26.8

Bookings tab
- In the bookings tab we have now highlighted all bookings that have a time outside the meeting timespan.
Resource filters
- An option to hide and show deleted resources and resource groups has been added to resource filters in the reports section.
  
  When resources and resource groups with bookings created on them are deleted they can only be soft deleted because it should be possible to include those bookings in reports.
  
  If many soft deleted resources and resource groups exist it can be hard to find what you are looking for, so being able to hide these makes it easier to create resource filters.
Order deadlines
- Example text has been added to order deadlines to make it more explicit how this deadline is interpreted.

11.26.0

Old Admin UI
- Added 404 pages with links to new admin sections to prevent deep links from dead-ending.

11.25.8

Old Admin UI
- The old admin ui has been retired for a while now, and no customers have access to it anymore. So we have removed the code behind so it does not become an issue when maintaining code in the future.

11.20.2

Table settings
- Sorting of table settings has been changed to be first status and then name.
Visitor Self Registration
- Autofill on name based on previous visits has been removed.
Billing account name
- The length has been changed from 35 characters to 100.
Visitor guest category on Self Registration
- Printer settings has changed so users no longer can chose printers, but have to connect a printer to a category. Then printers are chosen based on categories.
Validate impersonation rights on Exchange
- An option has been added to Exchange settings to allow people to check for impersonation rights.

11.7.82

Visitor self registration
- Quick Check-in is no longer available.

11.7.9

Bugfixes for Cloud version
- Added logging to better identify errors seen in the log.
Bugfixes for on-premise version
- Fixed bug causing Locked Bookings report to fail when no bookings are found.

11.7.2

Visitor Reception - Scanning

Added support for handheld scanners in Visitor Reception.
The support has some limitations, such as the fact that the browser window has to be in focus.
Added setting to remove scanner prefix in Visitor self registration.
Added visual feedback when using scanner in Visitor Reception.
Added audio feedback when using scanner in Visitor Reception.
Added support for a handheld scanner i Visitor reception.

Internal/External attendee categorization

When changing the strategy for how Planner resolves whether an attendee is external or internal, the admin site now allows applying this new strategy to existing meetings.

-Bugfixes

The lists in the report flow are now listed alphabetically.

10.409.0

“Meetinglist with participants” report

The report has been removed as it does not add any value.

-Bugfixes

10.370.0 Workflow

VSTO Add-In

The VSTO AddIn has been changed to no longer force the use of Internet Explorer.
The system default browser is now used.

10.326.0 Workflow

Reports download and print

The report preview pane has been removed and it is now only possible to download reports as PDF and the Preview is no longer available as it has been deprecated.
That means the layout selected has been moved to the initial filter page.

10.265.0 Workflow

Planner Self Creation:

We have added a CAPTCHA challenge to prevent bots from automatically create users when self registration is open to all.

This is only enabled on Cloud.

Planner Self Creation Setup:

The default setup isn’t to open up for everyone anymore. So sites don’t accidently open up for everyone.

10.210.0 Office 2010 Is no longer supported.

Since Microsoft has ended support for Office 2010, so have we. So it is no longer possible to download an AddIn to Outlook 2010 from Planner.

Planner will not reject any existing clients. When existing 2010 VSTO AddIns check for an update they will just be told that no update is available.

From this release there is no guarantee that the Outlook 2010 VSTO AddIn will work. Chances are that it will continue to work for some time, but if any changes are made to the AddIn that requires an update for it to work, then old AddIns will seize to work.

If at some point we learn that the discontinued support from Microsoft results in severe security breaches in the client we might chose to reject all traffic from those clients without notice, and then effective rendering them useless.

10.26.1 Visitor - Note to the receptionist.

If you have both Planner and Visitor, the booker can add a note to their attendees during the booking flow.

This note will then be visible in Visitor for the receptionist as shown in this picture.

Password reset flow has been updated

The password reset flow has been redesigned.

The new flow works like this:

User requests a password reset using their email address.
The user is told that a password reset mail has been sent, regardless of whether the email was actually found in the system. This prevents user enumeration by hackers (ie. they cannot be sure if a user with a certain email actually exists in the system).
A mail with a link is sent to the user. The link contains a token that is needed to reset a user password. The token can only be used once and expires after 24 hours if not used.
If multiple token have been requested, then only the latest token sent is valid. All unused token are invalidated when a new token is sent.
The user is asked to enter a new password twice to confirm that they have typed the new password correctly.

The major change from the previous flow is that we no longer send out a password in clear text and the password isn’t changed until the user actually decides change it.

9.169.0

Preferred location

This feature is only available for Global bookers.

Under "my settings" you can choose a preferred location. This location will work like your default location, so all new bookings will by default start on that location (you can still change location in the booking flow).

The site administrator can also enable a setting so that the last location you booked on will become your new default location.

Download reports as CSV

An option to download the data used for a report as CSV has been added.

The option is available as a button above the report after it has been generated. The CSV data includes all the underlying date including some columns that may not be used in the report. This is done to provide a full picture of the data used for the report.

Download billing accounts as CSV

In the administration view where you can create new billing accounts, we have added a button so you can download a CSV file that includes all the billing information.

Showing VIP in the booking flow

Some users have access to additional resources. If you have access to a VIP resource, then it will be marked with a crown to let you know that is isn't something every user has access to. This is to reduce confusion when some users can book resources that others can't.

9.99.0 Improved password security

If you type in the wrong credentials 3 times in a row rapidly, you will be asked to wait a few minutes before trying again. This makes brute force attacks against the site difficult.

8.18.1

Notification buffer in Visitor

In our previous generation of Visitor we had a function where you could buffer your Visitor notifications. That functionality has returned.

When a large number of visitors arrive at the same time this can result in many notifications being sent to the host. A configurable buffer has been added so multiple emails are not sent when visitors arrive at the same time.

The setting can be found under "Visitor" -> "Visitor Notifications"

Disable all email notifications in Planner and Visitor

During implementation and testfaces we have disabled the email notifications for our customers. This functionality has moved into Planner so they can disable all email notifications from Planner themselves. We recommend that it is only done in testing faces, to avoid users missing crucial notifications - such as a meeting room having been cancelled from their booking.

It is done under "Settings" -> "Email"

Disable some email notifications in Planner and Visitor

It is now possible to disable or enable Planner email notifications, Visitor email notifications and Visitor email notifications on specific users. We generally recommend that notifications are enabled, but you might experience situations where they need to be disabled. By default they are enabled, and you can change them unser "Users" and pressing the pencil on the user. If you scroll to the bottom you see these buttons:

8.3 to 8.4

Password improvement

We have made changes to how Planner and Visitor handles passwords to improve security.

The AD import no longer gives a password, so new users have to choose "forgot password" to get an auto generated password.

Users can't change their password to the 200 most common passwords - this includes 123456. Any user who already has one of these insecure passwords will still have that password, so we recommend changing it.

Improved booking history

Added new booking history entries when a booking is deleted after being moved to a conflicting time-slot.

More languages in Visitor

You can now add more than two languages to a Visitor selfregistration. This also means that you can make a NDA and GDPR for each language.

Anonymisation of Attendees and Guests

To support the GDPR rules, we have added automatic cleanup of inactive Guests and Attendees. You can pick how long the Guest or Attendees should be inactive before they are removed, or disable it all together. This is done under Settings -> Meeting settings

8.2.1 to 8.3

New User Interface for the administration module in Planner and improvements

USER ACTIVITY OVERVIEW

It is now possible to see latest meeting activity for any given user in the system. The activity overview can inform administrators on whether to delete them, or if there has been abuse of a users account.

Go to Administration > Users
Click edit on a user

A pop-up box with editable fields will show – scroll down and click on “Activity Info”

ADD OR MOVE MULTIPLE USERS TO SAME COMPANY

It is now possible to add or move multiple users to the same company.

Go to Administration > Organization
Click on the department you wish to add or move users to, in this example “Testing123”
Click “Add email domain”
Fill out the field “Filter” with the email domain of users you want to move, in this example “pronestor.com”, to company “Testing123”
Click Save and the pop-up form will close
Click on the green icon “+”
Click “Add” to move users with email domain “Pronestor.com” to company “Testing123”

ENABLE/DISABLE OPTION FOR PARTLY BOOKING OF RESOURCES

It is now possible to disable the option for “partly booking” of resources, so that resources must be booked for the full meeting duration.

Go to Administration > Settings > Meeting Settings
Under Facilities deactivate “Allow partly-booking” to remove option

DOWNLOAD RESSOURCES AS A CSV FILE

It is possible to download your meeting rooms and catering resources as a csv file.

Go to Administration > Resources
Click on the category you wish to generate a resource csv of
Click “Generate resource”
A csv file has now been downloaded on your computer

PRINT MENU

It is now possible to print your catering menu

Go to Administration > Resources
Click “Print menu“

SET COMMODITY GROUP ID FOR DELIVERY INVOICING

It is possible to set a Commodity Group Id either globally (for all service charges) or for each service charge.

To set the Commodity Group ID globally,

Go to Administration > Delivery Invoicing
Fill out the text field “Commodity Group ID”

To set the Commodity Group ID for each service,

Click “Edit” on the resource
Fill of text field “Commodity Group ID”

Hide catering prices from booker

You can now hide all your product prices and easily reveal them again in the future.

Why is this important: We have talked to a lot of companies that wishes to embrace a culture of trust and self-autonomy with regards to the purchasing of catering. They want to nudge their employees to buy whatever they find fit for their meeting and not worry about the cost. When hiding the price from the booker, the ordering is still associated with a cost and billed as normal.

How to:

To hide your product prices, go to

Administration > Meeting seetings > Booking Prices

Activate “Hide prices from booker”

Prices will be hidden from the booker but visible in all reports.

Reservation ID is now visible on check out page

You can now see the reservation ID of a booking on the check out page of that booking.

Why is this important: In some cases – and this is especially true for bigger meetings/arrangements – the meeting owner and kitchen manager need to do some additional planning. By exposing the reservation ID for the booker, the kitchen manager can search for the ID and quickly identify the right booking, making communication much better.

How to:

If you wish to see the reservation ID of a specific meeting, go to

My Calendar > Find and click on a meeting >

Click edit and see reservation ID on check out page

Billing overview: Show not locked bookings

It is now possible to pull a report that shows not locked bookings within a period.

Why is this important: Get a quick and actionable overview of bookings that have not yet been billed, before month-end closing

How to: To pull a report of not locked bookings, go to

Administration > Reports > Select Report

Choose a start date and an end date
Choose Layout “Billing overview (unlocked)

Show tax descriptions

It is now possible to add “tax” as a global setting, thereby disposing VAT in price label for catering table and in checkout/my calendar/email notification

Why is this important: Before, unless the booker knew about the VAT arrangement, she would not know whether the booking cost was with or without VAT. With the new description, booker always knows the total cost of a booking.

How to: Add tax as a global setting, go to

Administration > Settings > Meeting settings > Bookings Prices

Choose one of the following: “Don’t show VAT information” “All Prices include VAT” or “Prices are ex. VAT”

Unlock locked bookings

You can now unlock locked bookings that have not yet been exported.

Why is this important: Before, if a booking had been locked, it was not possible to make any changes to that booking. With the new changes, you can unlock all bookings that have not yet been exported to your finance system, so that they can be edited and relocked for export in case of any errors.

How to: To unlock a locked booking, go to

Administration > Bookings

Find the booking you wish to unlock

Click on the “lock” to unlock

It is now possible to edit the booking.

8.1.70 Internal / External users

The filter that decides whether a guest is internal or external has been expanded. You now have 3 options to choose from, ensuring a more versatile Planner experience and a better integration with Visitor.

8.1.70 Attendee picker

The attendee picker has been updated with a new look and the option to show an Alternate hostname on your Visitor badge, making life easier for your receptionist.

8.1.49 Help button

The help button has been moved to be more accessible. Don't forget to fill out the contact information of your system administrator!

8.1.44 Scheduling assistant

We have created a new and improved view for those managing other peoples bookings. It's a big feature, so it's explained in this guide: Planner-Scheduling-assistant-feature

8.1.27 Costless meetings

If your booking doesn't cost anything, you won't be asked to fill out a Billing Account for your booking.

8.1.25 Anonymization of deleted users

Deleted users are anonymized in the database, so that all personal information is removed in compliance with GDPR.

8.1.24 Book on behalf of

This feature is limited to those with the Secretary right in Planner.

You can find the user you want to book on behalf of in the dropdown box.

Then you get a view of their calendar, so you have a better idea of when they are available for bookings.

8.1.19

Partial booking confirmation

In Planner it is possible to have a meeting room for a meeting without having the meeting room for the entire span of the meeting. To ensure the users are aware that they have made a partial booking, we have added a large confirmation boxs for when they book in Planner.

Latest (from 8.1.16 onwards)

My Calendar

We have introduced a new left side panel within the My Calendar - introducing both a calendar for easier navigation, a section showing your next 5 upcoming meetings and a section showing how many hours of meetings you had last week vs. this week.

Mobile support

Planner now works with both iOS and Android - offering the users full access to all the booking options, room/catering/equipment from your favorite mobile phone.

Visitor Boarding Card

The Visitor Boarding Card lets you send information to your visitors prior to the meeting - with information like how to get to the meeting (map and directions), general information like ex. parking or any other useful information helping the visitors arriving on time.

The Visitor Boarding Card can also include evacuation information in case of fire or GDPR information - any information that you see as important for your Visitor when they are to visit your company.

Room Cancellation notification

Planner's Room Cancellation Notification is a feature that will help you optimize the utilization of your rooms. When configured, you'll receive a reminder x days, weeks or months before the booking takes place. Helping you avoid possible "no-show" meetings

Office 365 Add-in

With the newest add-in, Planner now offers an add-in that works with Office 365 on Outlook 2016, Outlook Web Access and even on Outlook 2016 for Mac. It shows within Outlook as an important feature that enriches and simplify the search for the best room fitting your requirements.

Customizing front page

Streamline the login page with a background image, logo and your own choice of text helping to welcome your users.

Import users from Azure AD

We now offer customers within our Cloud to retrieve and maintain users from the Azure AD. New users will automatically be created, old users will be deleted and any updates to users or their roles will be fed into Planner.

Single Sign On using Azure AD

Keep it simple for your users and let them login with the Office 365/Azure credentials - if they are already logged into Office 365/Azure, then Planner will simply log the users into Planner without asking for another login.

(Singinsolutions will NOT store passwords - but will rely on SAML2.0 for authenticating users towards Office 365/Azure AD)

May 2018 (from 8.0.4 onwards)

Hourly pricing on room resources

It is possible to select whether room costs should be calculated per booking or on an hourly basis for individual room resources.

March 2018 (from 8.0.0 onwards)

My Calendar

My Calendar is a new way for users to get an overview of their meetings. Click here to learn more.

Rescheduling feature and conflict handling

When users are rescheduling their meetings Planner checks the availability on the fly, so users are made aware of any issues right there in the booking flow.

New Mobile-Friendly Design

We have redesigned the solution, so the users can take Planner on-the-go and access it from mobile devices. Click here to see more.

New Mail Notification Design

We have also redesigned our mail notifications, so they have a similar look and feel to that of the Check out pane in the booking flow. Click here to see our FAQ on the new mail notifications.

January 2018 (from 6.0.56 onwards)

Restricting delivery of catering and equipment resources to specific rooms

Resource owners are now able to restrict delivery of catering and equipment resources to specific rooms by editing the individual resources.

Disallowing explicit pick-up of catering and equipment resources

Resource owners are now able to make users unable to explicitly select certain catering and/or equipment resources for pick-up by editing the individual resources.

Did you forget to include a new resource category in your reports?

Should you forget to update the resource filter of the report you use with new resource categories, we will make you aware of it in the Resources tab in Administration.

October 2017 (from 6.0.52 onwards)

Improved overview of your workday

We have made it easier for you to get an overview of the entire workday by focusing the Facilities time to span the workday hours as defined in Administration --> Settings --> Other settings.

September 2017 (from 6.0.50 onwards)

Filtered away all the rooms?

We have implemented a message in case you filter away all the rooms in the list.

Delivery note can now be filled in on a per serving basis

Instead of filling in the delivery note for each individual booking, you can now just fill in the note for the serving as a whole when the delivery note is required.

August 2017 (from 6.0.48 onwards)

Change the background image of the Planner booking workflow

We've made it possible for Administrators to choose between four different background images for the Planner booking workflow. Just go to Administration, choose Settings and the Other settings. Here you'll find "Themes" where you can choose between the different layouts.

New warning icon in Planner Outlook add-in

The previous red warning icon in Planner's Outlook add-in had a makeover to soften the visual voice of the "Important message".

New report type: Order summary

We've added the new "Order summary" report type primarily to help kitchen and delivery personnel arrange servings individually. The order summaries can also be used as a ordering receipt for the booker to be delivered with their respective serving.

Closing days for Catering

Catering may not always be available due to holidays and the like, so we've made it possible for the Catering manager to set up location-specific dates on which Catering is unavailable. Closing days can be set in the Administration. Go to Resources and it's found below the catering categories.

New Location selection

The Location selection has been moved out of the Filter to the top left corner of your booking workflow.

Extended Help Page

We've omitted the old Help-icon and replaced it with Help-tab in the right side of your booking workflow. System administrator(s) can now set up the contact information (phone and email) of internal Planner-relevant stakeholders as well as a link to a customized Help Page. Just go to Administration, Settings and choose Help settings.

May 2017 (from 6.0.44 onwards)

Attendee Picker and Guest Import converted to default features

Our new AttendeePicker and Guest Import features have been through a betatesting process and are now enabled for all customers.

Checkout improvements

The "Complete booking" button in Checkout has been made sticky to ma ke available to the user without scroll. The Checkout header color has been changed to avoid confusion as to its function. A [X] has been added for improved usability.

Planner supports change of recurrence patterns in Outlook

We have introduced support for changing recurrence patterns for meeting series in Outlook.

"Reservation title required" setting added to Administration

It is now possible for the Administrator to prompt users for a meeting title in the Planner workflow by enabling the new setting, "Meeting title is required", in Administration --> Settings --> Meeting settings.

Attendees badge counter accumulates named and unnamed attendees

The counter in the Attendees badge now accumulates named and unnamed attendees for the meeting.

February 2017 (from 6.0.39 onwards)

Helpsite is accessible from workflow

The helpsite can be accessed directly from the Planner workflow if you need help.

Catering items are listed per serving in Checkout

The catering overview in your Checkout has been organized in servings, so you can easily see when you'll get the individual deliveries.

Dirty form validation has been introduced

If you have made changes to a reservation and try to leave, we'll ask you to confirm. We just want to make sure that you don't have to start over again.

Date-picker has been enhanced

The date-picker, as we call it, now displays current date and selected dates to make it easier for you to navigate.

Improvements on mail notifications

When you receive an email from Planner, we want to make sure that you can easily access the reservation. The reservation ID link is now a link directly into your reservation.

We also include your booking notes in the emails - for both you and the resource manager.

Notification handling improved + notification box at the bottom of the screen can now be closed

The notifications you get during a workflow have been reduced, and you now have the possibility of closing the notification box.

The filter has been improved

We've improved the overall usability of the filter.

Coexistence and synchronization improvements

The Exchange integration has been greatly improved.

We're continuously working on fixing bugs and improving the solution, so the listing above is only the tip of the iceberg.

September 2016

Outlook Add-In

Improved robustness and performance.

New button: Import Attendees

Import your attendees directly from Planner in the web booking flow.

Please note: This is not a default setting.The button is available and can be activated by Signinsolutions.

Notes & descriptions

Room description: Up to 255 characters.

You can now add room descriptions with up to 255 characters.

Meeting notes: Arbitrary length.

Write as many comments as you like. There are no limits to the text length.

August 2016

Badge counter

Counting attendees, room/catering resources, and equipment. These numbers give you an overview of your booking and the attached resources.

Auto update

The timeline updates automatically when choosing a date/time slot in datepicker. The ‘Update’ button is now removed.

July 2016

SAML - Single Sign On

One log-in to all of your Office 365 related accounts - including Planner.

Please note: This is not a default setting. Planner can be set up to function with SAML.

*Technical requirements: Office 365 - Azure AD