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 colors to reservations based on Reservation Type.
It's important that Reservation Types are linked to your calendars, or they will not be visible. See the section 'Linking Reservation Types to Calendars' below. |
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. |
Each Reservation Type is only visible on calendars that they are 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.
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:
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. |
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
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. |
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. |
The Super Type options shown to the user on the Reservation Form follow the ordering of the picklist values of the Super Type field. |
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