Introduction

This guide provides a step-by-step outline to configure a bookable product, focusing specifically on the availability settings essential for managing bookings. Note: Configuring availability at the product level will override the global calendar settings. For more information, refer to Understanding the Difference Between Global Calendar and Product Calendar.

Navigating to Product Setup

Access the Dashboard

• Log in to your account.
• From the main dashboard, locate the left-hand menu.

Steps to Add a New Bookable Product

1. Go to Products: Click on Products in the left-hand menu.
2. Select Add New Product: Click the Add New Product button to start setting up your bookable product.
3. Input the Product Name: Enter a name for your product in the Product Name field, such as “Personal Training Session.”

Setting Up the Product Description and Images

1. Product Description:
   • In the main content area, provide a detailed description of the product. Include information such as what the booking includes, the duration, and any other relevant details.
   • Use the formatting tools to style your description, add bullet points, or include additional sections for clarity.
2. Adding a Product Image:
   • On the right side of the screen, locate the Product Image box.
   • Click Set Product Image to upload or select an image from your media library.
   • For additional images, use the Product Gallery section to add multiple images that showcase the service.

Configuring the Bookable Product

Accessing Product Data Section

• Scroll down to the Product Data section below the main content area.
• Select Bookable Product from the dropdown menu to specify the product type.

General Settings

• Regular Price: Enter the regular price for the booking.
• Sale Price (optional): If applicable, enter a discounted price for the booking.

Enabling and Configuring Rescheduling

• Allow Reschedule:
  • Check the box to enable rescheduling for this product.
• Booking Can Be Rescheduled Until:
  • Set the time limit before the start date until which the booking can be rescheduled (e.g., 1 hour before the start date).
  • Enter the value and select the appropriate unit (minutes, hours, days).
• Max Reschedules:
  • Define the maximum number of times a booking can be rescheduled (e.g., 3 times).

Example Configuration for Rescheduling:

• Allow Reschedule: Enabled
• Booking Can Be Rescheduled Until: 1 hour before the start date
• Max Reschedules: 3

Understanding Blocks

A block refers to a specific time segment that can be booked. Blocks are the basic units of time for which a product or service can be made available for booking, such as an hour, a day, or a week. Configuring blocks helps in managing the schedule and ensuring that bookings are spaced out appropriately.

Configuring Availability Settings

• Maximum Bookings Per Block: Set the maximum number of bookings allowed per block (e.g., 1 booking per hour).
• Minimum Block Bookable: Define the minimum amount of time that can be booked in advance, specified in days, hours, weeks, or months (e.g., bookings must be made at least 1 day in advance).
• Maximum Block Bookable: Set the maximum amount of time that can be booked into the future, specified in days, hours, weeks, or months (e.g., bookings can be made up to 6 months in advance).
• Require Buffer Period: Set the buffer period (default is 0 days) between bookings. This prevents back-to-back bookings, allowing time between appointments.
  • Enable adjacent buffering to apply the buffer period before or after bookings.

Availability of Dates

• Default Date Availability: Choose whether all dates are available by default or not available.
• Set Rules for Booking: Define rules that specify whether all blocks must be available or only the starting block needs to be open for bookings to occur.

1. Setting Range Types
   • Select the range type.
   • For detailed descriptions of each range type, refer to Understanding Range Types for Calendar Setup
2. Setting Start and End Ranges
   • Define the start range using the pop-up calendar or manual entry.
   • Define the end range using the pop-up calendar or manual entry.
   • Set whether the range is bookable (Yes or No).
3. Assigning Priority
   • Assign a priority level to manage overlapping date ranges. Higher priority ranges will take precedence over lower priority ones.
   • For best practices on setting priority levels, refer to Best Practices for Setting Priority Levels in Red OnX Calendar

Special Considerations

• Virtual Products: If the bookable product is virtual, additional configuration is required. Refer to Configuring Virtual Bookable Products.
• Products with Persons: If the bookable product involves persons, additional settings are needed. Refer to Configuring Bookable Products with Persons.
• Products with Resources: If the bookable product requires resources, further setup is necessary. Refer to Configuring Bookable Products with Resources (Coming Soon).

Finalizing Configuration

1. Review and Save
   • Double-check all your settings.
   • Click Save to apply the changes.

Additional Resources

For more detailed instructions on other settings, please refer to the following documentation:

• Configuring a Bookable Product
• Configuring Global Calendar Settings