Sample use case where a client books an appointment for a treatment for an hour.
Parent reservation at clinic Amsterdam between 10:00 - 11:00
Child reservation 1 (intake) - 10:00-10:15
Intake room 1 + Support Staff
Child reservation 2 (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
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.
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: