Reservation Statuses are used to define the status of a reservation, for example Optional or Definite. Reservations can be displayed in different colors on the calendar, depending on their status.
Create a new Reservation Status
Go to the Settings tab in the Booker25 app
On the Related tab, scroll down to the Reservation Statuses list
Click New to create a new Reservation Status
Define a Name for the status
Define if the status should be the Default for new reservations
Make sure it is Active in order to make it visible to your users
(Optional) Mark the status as Final to prevent editing
Marking a status as final only prevents non-B25-Admin users from editing the reservation through the form on the VisualForce calendars.
This means there are a few things to keep in mind: - It does not apply to the new Lightning calendars. - It does not apply to users with the B25 Admin permission set. - It does not apply to drag & drop functionality. - It does not apply to editing the reservation through the standard Salesforce record page.
Define colors for each Reservation Status
You can customize the appearance of a reservation on the calendar based on its status. 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. Also make sure the Reservation Type is linked to the Calendar, as described here: Reservation Types
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 theReservation 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.