Booking settings
Learn how to configure booking settings, and understand which settings apply in certain scenarios.
Last updated
Learn how to configure booking settings, and understand which settings apply in certain scenarios.
Last updated
As an admin, there are a number of booking permissions and settings you can configure for your agency, resources, and users.
These include:
Booking window: when can users make resource bookings?
*Start booking: must users manually start their booking?
*Extend booking: are users allowed to extend an ongoing booking?
Resource permissions: which resources can a user make bookings for?
Booking limits: is there a maximum number of bookings a user can make?
For greater flexibility, booking settings can be configured at multiple levels. However, only 1 of these will apply when a user makes a resource booking.
Setting | Agency | Resource subtype | Resource | User group |
---|---|---|---|---|
*Only available in future releases of RBS 2.0
Learn more about configuring settings at the user group level, such as resource permissions, booking window, and booking limits.
To view the default booking settings for your agency:
On the side navigation bar, select Agency settings
Select Booking settings
From this page, you can edit the default booking settings for your agency. This includes settings for:
booking window
*start booking
*extend booking
*Only available in future releases of RBS 2.0
For your convenience, a setting configured at the agency level will be treated as the default setting. This means when you create a resource subtype, the agency settings will be pre-populated. However, you can also choose to override these settings.
If you override agency settings when creating or editing a resource subtype, the new settings will be applied to that resource subtype.
When creating a resource under that subtype, the subtype settings will be pre-populated. You can also choose to override these settings.
If you override the resource subtype settings when creating a resource, the new settings will be applied to the resource.
If you edit the settings for an existing resource subtype, it will not change the settings for existing resources in that subtype.
Active settings are the settings that will apply when a user makes a resource booking. This depends on 2 factors, in order of priority:
user group the user is in
resource the user is booking
Typically, the booking settings for the user group will apply. However, if the user group does not have any settings configured, the resource’s settings will apply.
Here’s an example:
John Lim belongs to the user group abc-all
.
Siti Aisyah belongs to the user group abc-all
and abc-department
.
Wilson Tan belongs to the user group abc-division
.
Based on these settings:
To make a booking for any resource, John must do so 10 days in advance. This is because the settings for the user group abc-all
will apply.
To make a booking for any resource, Siti must do so 3 days in advance. The settings for user group abc-department
will apply, because it has the most relaxed settings of the 2 user groups she’s in.
To make a booking for Meeting Room A
, Wilson can do so at any time. The settings for the resource will apply because his user group does not have any settings configured.
To make a booking for Board Room 10-30
, Wilson must do so 7 days in advance. The settings for the resource will apply because his user group does not have any settings configured.
User group or resource | Setting applied |
---|---|
√
√
√
√
*Start booking
√
√
√
X
*Extend booking
√
√
√
X
X
X
X
√
X
X
X
√
User group: abc-all
Bookings must be made 10 days in advance
User group: abc-department
Bookings must be made 3 days in advance
User group: abc-division
None
Resource: Meeting Room A
No restrictions: bookings can be made at any time
Resource: Board Room 10-30
Bookings must be made 7 days in advance
Decide when users can make resource bookings.