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. 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.