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Note

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.

Tip

Sample use case where a client books an appointment for a treatment for an hour.

  • Parent reservation Appointment at clinic Amsterdam between 10:00 - 11:00

    • Child reservation 1 (intake) Intake - 10:00-10:15

      • Intake room 1 + Support Staff

    • Child reservation 2 (medical Medical treatment ) - 10:15 - 10:45

      • Treatment Room 2 + Doctor Staff

    • Child reservation 3 (Recovery ) - 10:45 - 11:00

      • Resting room 1 - no staff needed

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.

Info

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

      image-20240429-122153.pngImage Removed

    • Go to related, fields to set

      • Add reservation type: Treatment

        image-20240429-122246.pngImage Removed

  • Create a new child blueprint called Intake

    image-20240429-122332.pngImage Removed

  • 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

        image-20240429-122635.pngImage Removed

  • 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

      image-20240429-141638.pngImage Removed

  • 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:

ReservationBlueprints

ReservationCollection

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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

  1. Go to the Settings tab in the GoMeddo app

  2. Select Enable add child button

  3. 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.