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This feature is not General Available yet, please reach out to us if you need more information. |
Parent and child reservations are a useful feature if you want to split your reservations into smaller reservations. Or group reservations in a certain way.
This can help you optimize your planning by allowing you to specify what you need for parts of the reservations.
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Sample use case where a client books an appointment for a treatment for an hour.
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Making your staff available in the location can be done by creating Multi-Dimensional Availabilities to the main location. So to resource Amsterdam in this example.
Setting it up Parent Child Reservations starts with creating a reservation blueprint, this basically determines what the actual parent and child reservation combination consists of and creates the possible combinations for the API to consider.
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Try to make these templates as specific as possible as they determine how many combinations will need to be conflict checked. This is a very performance demanding task for Salesforce, so try to keep the options as limited as possible. Extending the number of staff/resources and or sub-reservations multiplies very quickly. |
To accomplish the same use case you need to take the following steps:
First go to reservation types
Go to Reservation Blueprints
Create new blueprint called Treatment appointment to create the parent
Give it a duration of 60 minutes
Go to related, fields to set
Add reservation type: Treatment
Create a new child blueprint called Intake
Give it a duration of 15 minutes
Give it a order, this determines the sequence in which the reservations take place
Go to related, fields to set
Add reservation type: Intake
Add fields to be set: Reservation Type
Add fields to set: Resource in parent resource
Create a new child blueprint called Medical treatment
Give it a duration of 30 minutes
Add reservation type: Treatment
Add fields to be filled: Staff available in Parent Resource
Add fields to be filled: Resource in parent resource
Create a new child blueprint
Give it a duration of 15 minutes
Go to related, fields to set
Add reservation type: Recovery
Add fields to be filled: Resource in parent resource
Usefull links:
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Our reservation form will help you see the hierarchy between these reservations and allow you to edit and save them in one go:
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Enable Parent & Child reservations
Go to the Settings tab in the GoMeddo app
Select Enable add child button
Press Save
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This will enable the new reservation form, with the + Child button, allowing you to add children:
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Expose to external website or mobile app
If you want to expose Parent & Child reservations to an external website or mobile app, you will need to define Reservation Blueprints.