| Info |
|---|
In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please) |
| Info |
|---|
Reservation Statuses are used to define the status of a reservation, for example Optional or Definite reservations. Each status can have a different colour, and can or can not be editable once the status has been set. For example: Completed reservations can no longer be edited. |
1. Create 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
- Make sure it is Active in order to use it
- Making the status Final means the reservation will no longer be editable once the status has been set. For example: a Completed status that should block the reservation from being editable
2. Create the colours for each Reservation Status
- In the menu bar, click on Calendars
- Click Go! next to All
- Select the calendar for which you want to define colours
- Scroll down to the Reservation Colors related list
- Click New Reservation Color
- Make sure to fill in the Reservation Status (which you just created) and Reservation Type (by default, this is Reservation - you still need to search for it in the lookup in order to show) fields. This combination will define the colour
- You can either fill in the colours as shown in the screenshot, or fine tune the colours further using HEX codes
| Info |
|---|
Make sure colours exist for all the Reservation Status / Reservation Type combinations in your org. Not doing so may cause unexpected results. |
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|
| Panel | ||
|---|---|---|
| ||
|