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How to set up flexible schedules for online and back-office bookings

Learn how different booking options can be offered to customers and back-office users.

Updated today

Separate schedules for each user type (customer vs. back-office user) allow greater flexibility in managing availability and optimizing operations. This setup ensures that the right users see the correct options, while maintaining consistency and efficiency through manual updates - whether adjusting times, intervals, or capacity - or by associating resources with the schedules.


Use Cases

Below are several scenarios in which different booking options might be offered for customers versus back-office users:

  • Different starting/ending times:
    Customers can book only between 10:00 AM and 6:00 PM, while back-office users can book from 8:00 AM to 8:00 PM.

  • Different intervals:
    Online bookings can start every 60 minutes, while back-office bookings can be scheduled every 30 minutes.

  • Different days:
    Customers can book only on weekdays, while the business can book any day of the week.

  • Different capacities:
    Online availability can show 10 slots per session, while back-office users can book 15 slots per session.

  • Different pricing:
    Online bookings may have limited or different pricing options compared to back-office bookings.


How to set it up

To accommodate this setup, two distinct schedules can be associated with the product- one visible as "Online" and the other as "Offline". This ensures that each user type (customer or back-office user) can only book according to the schedule designed for them.

Steps to set up two different schedules:

  1. Access the product setup page:

    Open the setup page for the product to configure schedules.

  2. Create two schedules:
    Navigate to the Schedules tab and create two distinct schedules. Label one β€œOnline" (for customers) and the other β€œOffline” (for back-office users).

  3. Configure each schedule:
    Adjust times, intervals, capacities and other settings for each schedule according to requirements.

  4. Set usability fields:

    Adjust the usability fields for both schedules as needed.

    Online Schedule (customers): adjust as required

    Offline Schedule (back-office users): adjust as required

5. Update pricing (Optional):

Adjust Pricing for each schedule if necessary.


How to manage availability

Once the Online (for customers) and Offline (for back-office users) schedules are set up, availability can be managed in two ways:

  1. Independent availability:

    Each schedule maintains its own separate availability. Online bookings follow the online schedule and back-office bookings follow the offline schedule, keeping availability distinct for each user type.

  2. Common/shared availability:

    Both schedules share a single availability. To achieve this, associate a Resource or Operator with both schedules (under Schedules > Dependencies). This ensures that availability is updated consistently across both booking methods.

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