GoMeddo - Register to Reservation

Overview

The GoMeddo - Register to Reservation flow allows a contact to be registered to an existing reservation by creating a Reservation Contact record. It supports both internal Salesforce users and Digital Experience (Community) users.

Flow Name

GoMeddo - Register to Reservation

Type

Screen Flow

When to Use

Use this flow when you need to add a contact to an existing reservation. It can be:

• Embedded in a Digital Experience site so logged-in community users can self-register to a reservation.

• Triggered from a Quick Action or flow button on a Reservation record for internal users to register a contact on behalf of a customer.

Input Variables

Flow Steps

1. Check User Context – Determines whether the running user is a Digital Experience (community) user or an internal Salesforce user by checking $User.ContactId.

2. Digital Experience path – If the user has a ContactId (i.e. is a community user), that contact is automatically assigned. No lookup screen is shown.

3. Internal user path – If the user is internal, a Contact Lookup screen is displayed so an agent can search and select a contact.

4. Create Reservation Contact – A ReservationContact__c record is inserted, linking the selected contact to the provided reservation.

5. Confirmation Screen – A success message is shown. The message text differs slightly depending on whether the flow ran in a Digital Experience or internal context.

Configuration Notes

• The reservationId input must be populated before the flow starts (e.g. passed from a Quick Action or a parent flow).

• The flow does not check for duplicate Reservation Contacts — handle deduplication upstream if needed.

• No Reservation Status or Resource Type configuration is required for this flow.

Related Objects

• Reservation__c

• ReservationContact__c

• Contact