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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) |
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. CreateReservations 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 appthe Booker25 app
- On the Related tab, scroll down to the Reservation Statuses list
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Image Added - 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 use make 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 visible to your users
- (Optional) Mark the status as Final to prevent editing
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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: |
Define colors for each Reservation Status
Make sure colours- Go to the Calendars tab in the Booker25 app and find the Calendar record that you want to add/modify the colors for.
You might need to switch your view from 'Recently Viewed' to 'All' if you do not see the record you want to edit. - On the Related subtab, scroll down to the Reservation Colors related list
Image Removed - Click New Reservation Color
- Make sure to fill , and click New.
Image Added - Fill in the colors as desired. You can use HEX values to fine tune the exact colors.
You can find many HEX color pickers online: https://www.google.com/search?q=hex+color+picker
Image Added - 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
Image Removed - You can either fill in the colours as shown in the screenshot, or fine tune the colours further using HEX codes
- created in the previous section
- Select the Reservation Type that this color applies to (Booker25 includes a default reservation type named 'Reservation' when freshly installed)
- You can set the Opacity to a value lower than 1 to make the color slightly see-through.
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It is good practice to make sure colors exist for all the Reservation Status / Reservation Type combinations in your org. Not doing so may cause unexpected resultsIf 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. |
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