Configuring wayfinding for Workspace Reservation

Wayfinding adjusts directions based on whether a user is checked in to a workspace. When a user is checked in to a desk or room, directions start from that current location. This means navigation reflects where the user is already located in the office rather than defaulting to an entrance. In these cases, the route is generated from the checked-in workspace to the selected destination.

Users can also view alternative routes that start from building entrances. These provide additional options for how to reach a destination and can be used for reference alongside the route from the current location.

If a user is not checked in to any workspace, directions start from the building entrance by default. If the user has a reservation, they may also be able to view directions starting from that reserved workspace, but entrance-based routing remains the default starting point when no check-in is active.

Requirements for configuring wayfinding for Workspace Reservation

• Either a Zoom Workspace Reservation subscription, Zoom Rooms subscription, or Zoom Common Area Phone subscription
• Account owner or admin privileges

How to access wayfinding for Workspace Reservation

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Workspaces Management then Workspaces.
3. Use location hierarchy to access the floor hierarchy level you want to enable this setting for.
4. Click the Floors tab.
5. Select the floor you want to edit and click the Edit button.
6. Under the Floor Map, click Configure floor map for that location.
7. Click Wayfinding.
   You will be directed to the edit floor map screen with the Wayfinding tab selected.

How to configure wayfinding for Workspace Reservation

Set the floor direction

1. Access wayfinding for Workspace Reservation.
2. On the floor map, click the compass icon.
   A pop-up window will appear.
3. In the window, use the slider to set the floor direction.
4. Click OK.

Mark floor entrances

1. Access wayfinding for Workspace Reservation.
2. Click Mark Floor Entrances.
   Your mouse will hold a floor entrance marker .
3. On the floor map, place the marker on the floor entrances.
4. After placing the floor entrance marker, draw lines to designate walkways.
   Note: If you do not want to designate walkways, press the ESC key.
5. Use the following actions as you're designating walkways:
   • Press Delete to delete the item.
   • Press Enter to finish editing.
6. Repeat steps 1-4 to add more floor entrances and designated walkways.
7. Click Save.

Edit and label wayfinding entrances

1. Access wayfinding for Workspace Reservation.
2. Under Wayfinding, click Floor entrances.
3. Click the floor entrance that you want to edit and enter the Entrance name.
4. Click Done.
5. Click Save.

Add walkways

1. Access wayfinding for Workspace Reservation.
2. Click Add Walkways.
3. On the floor map, map the walkways.
   Note: The more detailed the walkways are, the more accurate the wayfinding will be.
4. Use the following actions as you're adding walkways:
   • Press Delete to delete the item.
   • Press Enter to finish editing.
5. (Optional) Click a floor entrance marker to move it to another location.
6. (Optional) Click an existing walkway to create another walkway that branches off of it.
7. Click Save.

Remove paths

1. Access wayfinding for Workspace Reservation.
2. Click Remove Paths.
   A confirmation window will appear.
3. In the window, click Remove.
   All floor entrance markers and walkways will be removed from the floor map.
4. Click Save.

How to use contextual wayfinding

When you request directions to a workspace, the starting point for your route depends on whether you're checked in to an active reservation.

Get directions when checked in

1. Sign in to the Zoom Workplace app.
2. In the navigation menu, click Workspaces.
3. Check in to your desk or room reservation.
   The system will detect your current workspace location.
4. Search for or select the workspace you want to navigate to.
5. Select Get directions.
   Directions will start from your current checked-in location. An alternative route from the building entrance is also available for additional flexibility.

Get directions when not checked in

1. Sign in to the Zoom Workplace app.
2. In the navigation menu, click Workspaces.
3. Search for or select the workspace you want to navigate to.
4. Select Get directions.
   Directions will start from the building entrance by default.
5. (Optional) If you have a reservation, select the option to start directions from your reserved workspace instead of the entrance.

Note: You must be checked in to an active reservation for the system to use your current location as the wayfinding starting point. If you only have a reservation without checking in, directions will default to the building entrance unless you manually select your reserved workspace as the starting point.

How to zoom in and out of the floor map

1. Access wayfinding for Workspace Reservation.
2. On the floor map, click the zoom-in icon to enlarge the floor map. Click the zoom-out icon to reduce the floor map view.
3. (Optional) Click 100% to make the floor map full-sized.