Example: Book a a staff in a location with timeslot at the end

Use Case

You want users to book an appointment at a specific location, with the staff member and select the timeslot.

Blueprint Configuration

The Reservation Blueprint defines the Reservation's structure.

To support this use case, configure the Blueprint to:

• Book two Dimensions:

  • Resource

  • Staff

• Define the duration of the appointment

• Set a reservation type

• Set a status

Steps:

• Create a new blueprint

• Give it a name, description, image URL, and duration (this sets the timeslot length)

• Go to fields to set

  • Add new B25__Resource__c and set method to get value from Parent Reservation

  • Add new B25__Staf__c and set method to get value from Available at Parent Resource

  • Add new B25__Reservation__Type__c and set record by Name to your reservation type

  • Add new B25__Status__c and set record by Name to your status

Frontend Step Configuration

Enabled Steps

In the Frontend Builder, typically enable:

1. Blueprint Selection
   Allows the user to select the Blueprint to build the Reservation.

2. Parent Resource Selection
   Allows the user to select the room or location.

3. Staff Selection
   Allows the user to select a staff member.

4. Time Slot Selection
   Displays only time slots available for the selected Room and Staff as defined by the Blueprint.

5. Personal Information

6. Summary

7. Confirmation

8. Cancellation

Availability and Conflict Checking

Because the Blueprint includes both Room and Staff:

• Availability is checked for both dimensions, even though the user selects only the Room.

• Only time slots where:

  • the selected Location is available, and

  • the Staff member is available at that location