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A reservation type allows you to separate reservations into categories. Different Reservation Types can show different fields and related lists on the Reservation Form. Reservation types can be used automatically assign a Record Type to the reservation. It’s also possible to use duration on a reservation type, allowing you to give a fixed duration to a specific type of reservation. You can also assign different colors to be displayed on the calendar based on Reservation Type.
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Go to the Reservation Types tab
Click New
Specify the Name of the Reservation Type you want to create. This name will be displayed on the Reservation Form
Optional: If you want this type of Reservation to have different fields on the Reservation form than other types, specify the API name of a Field Set on the Reservation object
Optional: Set the Record Type you want reservations of this Reservation Type to have
Optional: Set a Super Type this reservation type belongs to
Optional: Set a Duration this reservation should enforce on the reservation form, if you do this users will not be able to deviate from this duration. (if you want to override this for specific users, you can assign the Custom Permission, “Override Reservation Duration”, those users can make reservation without the duration rules being enforced.
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Out of the box, GoMeddo includes one Reservation Type named 'Reservation'. Feel free to edit the name, or to remove it once you have created other Reservation Types. Make sure you always have at least one Reservation Type. |
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By default, whenever you create a new Reservation Type, it gets linked to every existing Calendar record. Vice versa, whenever you create a new Calendar, every existing Reservation Type gets linked to it. If this behavior is not desired, you can disable the Reservation Type and/or Calendar trigger(s) as described here: Disable GoMeddo Triggers.
If Show Unlinked Reservation Types is TRUE, and a user click on a Reservation of a Type that is not linked to the calendar, the Type will be temporarily added to the list of available types.
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You can customize the appearance of a reservation on the calendar based on its type. You can do this by creating Reservation Colors, as explained in the following article: Reservation Colors
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It is good practice to make sure colors exist for all the Reservation Status / Reservation Type combinations in your org. If you have a Reservation with an unexpected color, double check what its Type and Status are, and what color you have configured for that combination. |
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