Manage reservations

Under Assets & Setup > Reservations, you can reserve one or more devices for immediate or future use to ensure they are available when you need them. The Reservations view presents a clearly structured calendar with options to view reservation details and device details and to add descriptions, make changes, or delete reservations. Adding a reservation is a quick, 2-step process where you select your device or devices from a filterable list and then select the reservation time. You have full visibility into the schedule of each device.

By default, Perfecto retains reservations for 90 days. To keep reservations for a different range of days, contact Perfecto Support.

Restriction: The Reservations feature is only available in select enterprise clouds. If your cloud requires a reservation to open a device, you can create the reservation directly from the Manual Testing view. For details, see Select a device for manual testing.

Administrators are able to see all reservations at a glance, including the user who made a reservation, and also filter by users. They can create, change, and delete reservations for all users.

Watch this short video to see how you can manage reservations. Detailed steps follow.

Important: Your existing session may terminate if another user has reserved the device you are currently working on and you have not made a reservation.

Click a task to view its steps.

  1. On the Perfecto landing page, under Assets and Setup, click ACCOUNT SETUP.

  2. In the Assets and Setup view, click Reservations.

  1. Click Add Reservation.

  2. In the 1 DEVICE SELECTION panel:

    1. Select one or more devices. You can also use the search field at the top to find a specific device or add a filter to minimize the number of devices shown.
    2. Click NEXT.

  3. In the 2 TIME SELECTION panel:

    1. Select a time slot for each device.
    2. Click CREATE.

  • In the calendar, in the Device/Time column, click the information icon for the device.

  1. In the calendar, in the Device/Time column, click the reservation you want to delete.
  2. In the Reservation panel on the right, click DELETE.
  3. When prompted for confirmation, click YES.
Important: The following tasks require admin privileges.

  • In the filter at the bottom left, select the checkbox next to users whose reservations you want to display. You can also use the search field to find a specific user.

    The calendar updates to only show reservations for the specified users.

  1. In the calendar, in the Device/Time column, click the reservation you want to modify or delete.
  2. In the Reservation panel on the right, if you modify a reservation, make the required changes.
  3. Click SAVE or DELETE, as needed.
  4. If deleting a reservation, when prompted for confirmation, click YES.
  1. Click Add Reservation.

  2. In the 1 DEVICE SELECTION panel:

    1. Select one or more devices. You can also use the search field at the top to find a specific device or add a filter to minimize the number of devices shown.
    2. Click NEXT.

  3. In the 2 TIME SELECTION panel:

    1. Select the user for which you want to create the reservation.
    2. Select a time slot.
    3. Click CREATE.