Reservation management
Manage Reservation creation, changes, cancellation and visit status. Configure bookable times and capacity through Availability Rules.
Acceptance
Reconcile availability rules and resulting bookings, including changes and cancellations.
Boundary
Availability and booking share one acceptance flow. Resource and time rules are configuration, not separate value propositions.
Set reservable hours and capacity
[blocked]Check the organization’s time zone and weekday hours.
Starting conditions and inputs
Specify hours, capacity and exception dates.
Values for this task
entry_url, organization_id, timezone, rules, test_dates, start_time, end_time, capacity, availability_url
Command sequence
Ref targets and expected results
Check the result
Results account for capacity, existing bookings and closures.
Resuming after interruption
Read the same IDs again. Preserve correct settings and update only differences.
[blocked]Set hours and time zone
Check the organization’s time zone and weekday hours. Set start, end, and suggestion interval in hours. Missing hours can produce no suggested times; this does not mean unrestricted availability.
Set capacity and closures
Use block for closures, capacity for concurrent limits, and gap for spacing. Scope staff or equipment rules with the corresponding reservation custom field. Display order is not rule precedence.
Define change rules
Define when customers and staff can change or cancel bookings. Availability rules do not establish every cancellation policy. Review existing reservations for conflicts after changes.
[blocked]Test available times
Test inside and outside opening hours, closures, and capacity boundaries. Rules are checked again when saving. Cancelled, no-show, and completed reservations are excluded from capacity and spacing calculations.
Create, change, and cancel reservations
[blocked]Select the customer and branch in Reservations, then check an available start time.
Starting conditions and inputs
Verify the customer, timezone and current availability.
Values for this task
entry_url, customer_id, reservation_id, starts_at, change_values, reservation_purpose
Command sequence
Ref targets and expected results
Check the result
Customer, time and status persist; external synchronization is checked separately.
Resuming after interruption
Check the original request ID and outcome first. Do not resubmit while its result remains unknown.
[blocked]Create the reservation
Select the customer and branch in Reservations, then check an available start time. Enter reservation-specific custom fields. Search existing customers before creating another profile.
[blocked]Change time or capacity
Open the reservation and enter the new date and time. Recheck availability when changing capacity or scoped staff. A displayed time can conflict by the time you save; inspect the save result.
[blocked]Cancel the reservation
Check the customer and time before changing status to cancelled. Confirm the selection when handling several reservations at once. Cancelling a reservation does not refund its linked purchase.
[blocked]Verify the saved result
Reopen the calendar and record to compare time, customer, and status. If using an external calendar, check its event too. Mark or remove test reservations so they do not affect operating metrics.
Diagnose missing or incorrect available times
[blocked]Compare dates, time zones, and branches between customer and staff screens.
Starting conditions and inputs
Identify the disputed date and expected time.
Values for this task
entry_url, organization_id, date, timezone, expected_slot, test_date, availability_rules_url, availability_url
Command sequence
Ref targets and expected results
Check the result
The discrepancy is resolved or assigned with specific external-calendar evidence.
Resuming after interruption
Read the same source IDs again. Check organization and time range before treating an empty result as missing data.
[blocked]Check dates and time zones
Compare dates, time zones, and branches between customer and staff screens. Around midnight, check the stored timestamp against the display time zone.
[blocked]Check hours and closures
Check the weekday hours rule and overlapping block intervals. Closures include their start and exclude their end. Distinguish missing hours from a closure blocking an otherwise open period.
Check capacity and existing bookings
Inspect existing reservations and capacity and gap values within the same scope. Compare reservation staff or equipment fields with the rule’s scope key. Changing display order does not resolve a conflict.
Check external calendars
For external calendars, check the connected account, calendar, and synchronization direction. Editing an external event does not necessarily edit the Laney reservation. Recheck available times and test saving after correction.