You can define Reservation Types to separate reservations into categories. Different Reservation Types can show different fields on the Reservation Form, and automatically assign a Record Type to the reservation. You can also assign different colours to reservations based on Reservation Type.
Creating a Reservation Type
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
Out of the box, Booker25 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.
Linking Reservation Types to Calendars
Each Reservation Type is only visible on calendars that are is linked to. And depending on the Show Unlinked Reservation Types setting on the Calendar record, any Reservations of Reservation Types not linked to the calendar will not be visible.
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.
Before performing these actions please make sure the Calendar Reservation Types related list is added to the Reservation Types and Calendar page layouts
Go to the Reservation Types tab
Click on the Reservation Type you want to link to calendars
Click New Calendar Reservation Type on the Calendar Reservation Types related list
Specify the calendar you want to link this reservation type to
Optional: set this reservation type as the default reservation type on this calendar.
Optional: set the Order field to control the ordering in which Reservation Types are shown to the user when editing a Reservation.
Linking Reservation Types to Statuses
You can define which Statuses are valid for each Reservation Type. Whenever you create a new Reservation Type, each existing Status is automatically linked to it. Likewise, whenever you create a new Status, it is automatically linked to each existing Reservation Type. You can control which Statuses are valid for which Types by removing these links:
Go to the Reservation Types tab
Click on the Reservation Type you want to edit the Statuses for
Go to the Related tab, and find the Statuses related list (add it to the page layout if it's not visible)
Remove any Statuses from this list.
Optional: set the Order field to control the ordering in which Statuses are shown in the Status picklist.
The Status picklist on the Reservation form is intelligent, in the sense that it will only show active Statuses that are valid for the selected Reservation Type.
Super Types
If your organisation has a large number of Reservation Types, it might be useful to divide these into categories so users can more easily find the type they are looking for. When you use Super Types, the dropdown that would normally contain Reservation Types now contains Super Types, and a new field will be added to the form with the Reservation Types of that Super Type.
If you start using Super Types, any Reservation Types that are not assigned a Super Type will not be visible on the Reservation Form.
Create a Super Type
Go to the Object Manager in Salesforce Setup
Go to Reservation Type
Go to Fields & Relationships
Click on the SuperType field (don't click edit)
Scroll down to the Values related list
Click New
Add the names of the Super Types you want to add
Click Save
Go to the Reservation Types tab
Assign a Super Type to all the Reservation Types you want to use
The Super Type options shown to the user on the Reservation Form follow the ordering of the picklist values of the Super Type field.