How do I add a rule to a booking item?

You can configure rules for your booking items. These operate separately from report rules, but their general function is the same - trigger and perform an action when certain conditions are met.

What steps do I need to follow to add a rule to a bookable item?

1. Go to Administration > Bookings and Appointments > Items. From here, you can view and edit existing bookable items. You can search for particular booking items, and use the filter button next to the search box to locate specific types of booking items.

2. Locate the relevant bookable item, and click on the  button to configure it.

3. The following page will appear. Click on Add >  Rule  on the right side of the screen.

4. The following pop-up box will appear on the screen, where you can configure a rule for this booking item. All rules require a Subject, and a Task Type - these tasks will generate when the conditions to trigger the rule are met. A task is required to ensure that any changes made to a booking are checked and verified by a member of staff. You can also decide whether information about the booking or the related customer should pull through to the task itself.

5. The following Rule Events are available for selection:

• 
  Booking slot updated - The rule will trigger when a slot is updated for this booking.
• 
  Booking date and time update - The rule will trigger when the date and time is updated for this booking.
• 
  Slot increased - The rule will trigger when a slot has been added to this booking.
• 
  Slot decreased - The rule will trigger when a slot has been removed from this booking.
• 
  Option added - The rule will trigger when an option has been added to this booking.
• 
  Option removed - The rule will trigger when an option has been removed from this booking.
• 
  Status booked - The rule will trigger when the status has been changed to the Booked status configured on your system.
• 
  Status confirmed - The rule will trigger when the status has been changed to the Confirmed status configured on your system.
• 
  Status cancelled - The rule will trigger when the status has been changed to the Cancelled status configured on your system.

6. Click on  Add  to finish.

7. On the booking item page, scroll down or click on "Rules" to view the rule you have added.