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Reservation Blueprints

If you want to expose Parent & Child reservations to an external website or mobile app, it 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 and which fields should be set on which reservation.

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.

Blueprint

The blueprint offers you the possibility to determine in which order a parent/child reservation combination should be made and how long it takes. You can set a duration and use the Order field to control the sequence in which the child reservations should take place. If you want some buffer time between child reservations, give them a Reservation Type which has a buffer.

Fields to set

The blueprints also offers the possibility to determine which fields to set on the parent or child reservation. This lets you specify what Reservation Type it needs to have, if it needs a Staff and or Resource for example.

The blueprint offers 5 methods to set fields:

Method to get value

Description

Example Usage

Copy from parent resource

Allows you to copy the value from the parent resource

Add all reservations to the same resource

Literal value

Allows you to put a literal value or id in a field

Give the same Title to every parent/child reservation

Record by name

Allows you to set a record by name in the field

Set a reservation type

Child of Parent Resource

Allows you to specify that the Resource in the child reservation needs to be a child of the parent reservation resource.

Allows you to specify that the Resource in the child reservation needs to be a child of the parent reservation resource.

Available at Parent Resource

Allows you to specify staff or other dimension should be available using in the Parent Resource using a Multi-Dimensional Availabilities

Only staff members available in Amsterdam should be considered.

Filter rule

On both “Child of Parent Resource as Available at Parent Resource you can apply dimension filters. This allows you to narrow down which dimension records need to be considered. For example you can say, Child reservation 1, needs a resource of type “intake room” which is available in the parent resource. Or you could say, Only Staff members of type “Nurse” should be considered in Child reservation 1.

Example to for a setup:

  • Go to Reservation Blueprints

  • Create a new blueprint called Appointment to create the parent

  • Give it a duration of 60 minutes and a Name and save

image-20240613-134044.png
  • Go to fields to set

    • Add reservation type: Appointment

image-20240613-134353.png

  • 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, 1 in tis case

    • Go to fields to set

      • Add reservation type: Intake

      • Add fields to be set: Reservation Type

      • Add fields to set Staff Available in parent resource. ( this only takes into account staff members available in a resource using Multi-Dimensional Availabilities

        image-20240613-134719.png

  • Then add which resource this child needs to have. In this case it needs to be a child resource of the resource of the Parent reservation.

image-20240613-134932.png

Usefull links if you want to use Blueprints using the API:

ReservationBlueprints

ReservationCollection

ReservationCollectionTimeSlotFinder

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