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Reservation Blueprints

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

      image-20240429-122153.png

    • Go to related, fields to set

      • Add reservation type: Treatment

        image-20240429-122246.png

  • Create a new child blueprint called Intake

    image-20240429-122332.png

  • 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.png

  • 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

      • Filter the Staff by adding a rule to it. B25__Staff__c = ‘Doctor’

    • Add fields to be filled: Resource in parent resource

      • Filter the Resource adding a rule to it. B25__Resourcetype__c = ‘Treatment Room’

        image-20240429-141638.png

  • 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

ReservationCollectionTimeSlotFinder

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