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Create booking rules
Create booking rules
Tabea Hördemann avatar
Written by Tabea Hördemann
Updated over a week ago

The booking rules are crucial to ensuring that events can be booked with the right products. After all, whilst booking a cheap single session you don’t want it to be possible to accidentally book a workshop that lasts the whole day instead.

The booking rules consist of two parts: The Booking groups and the Bosking rules.

Booking Groups

Booking groups are used to collect together all events that belong to a price category. All events in a booking group can thus be assigned the same products. It is also possible to place events in several groups.

In an example we have created a booking group for all online courses or studio courses. As soon as the value of courses differs (online courses € 8, studio courses € 12), booking groups should be used.

Product rules

To define which product can be booked with which events/courses, you must assign the product to a group of events.

All existing products are listed in the same order in which they can be found under products. A product can also have several booking groups.

In our example we offer a single ticket and a 10-ticket (online and studio) for sale, which can be used to book our courses.

We do the same now for our studio classes:

We are now adding the booking group "Online courses" to the products that should be used to book online courses. Our customers can now book a course from this booking group with the 10-ticket product or with the single ticket.

Step 1: Create booking groups

The booking rules can be accessed via Settings > Booking Rules.

The group named "Standard" will appear automatically. All sessions/events which are not in a group and to which no product is assigned under product rules can be booked with any existing product (except products of the type course/workshop).

A new booking group can be created under "Add group".

The groups should be named so that they are easy to understand and can be quickly assigned to the right product later. (Note: The group names are not visible to the end user). If, for example, yoga and Pilates courses are offered which cost different amounts (e.g. yoga is cheaper than Pilates), the two groups "Yoga" and "Pilates" can be created.

Step 2: Add events/dates to booking groups

The next step is to insert the events into the individual groups accordingly. To do this, click on the icon that says “Select...”. The events can now simply be selected via the list. If you are looking for a certain event, you can find it quicker by typing it in.

If all dates have been selected, the group must be saved by clicking on the Update button. The next booking group can only be edited once you’ve clicked on Update.

By looking at the list "Events without group" you can check if all events have now been assigned to groups.

Step 3: Set product rules

Once the booking groups have been created, the product rules can then be defined. These are located under the booking groups.

The products can be filtered by product type if required, via the list of options under the “Filter by product type” search bar.

To add groups to the products, click on the field "Select a group" (next to the product). Below the field Usage limitations, which will read "Select..."at first, you can limit the use of the product for the booking group.

Example: If you only want to book an event once a week with a product, then select the “Weekly” limit. The Quantity should then be “1”.

To save the product rules, click on the button "Save".

To assign another group to a product, click on "Add group" (under the button "Choose a group").

#classification #allocation #add products to events #limitation #booking limit

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