Calendar rules are designed to control the length of appointments and the assignment of resources in byondpro.
Configuration options allow the control of:
Appointment length in minutes
Additional time (buffer appointments)
Fixed start times
Appointment end times
Assigned user/resource
Calendar rules are required in the bookings process for chapels, function venues, cremation (direct deliveries) and interment/burial scheduling. They can optionally be used to manage sales appointments of different types which assists with planning and analytics.
Adding new Records
New Calendar Rule entries are created from the Cemetery System Configuration menu in System Administration.
Button Functions
Button
Description
Find
Search list of existing Calendar rule setup records
Clear
Clear previous search criteria
New
Prepare new record
Save
Saves the current record
Cancel
Closes the screen without saving changes
Change
Switches to edit mode
Standard Field List
Field
Description
Associated Business Process
Site
Selection list of configured sites
Activates calendar rule only for appointments within the nominated site
Fixed Start Time
Checkbox
Controls ability to manage appointment start time freely, or validate against list of start times
Extended End Time Allowed
Checkbox
Controls ability to change appointment end time and extend beyond calculated standard minutes.
Online Use Only
Checkbox
feature coming soon
Action
Selection list of appointment actions
Standard Time (minutes)
Numeric
Creates an appointment for the number of minutes defined
Additional Time (minutes)
Numeric
> 0 creates an additional buffer appointment immediately following the appointment entry, for the number of minutes defined
Chapel or Appointment User
Selection list of users/resources
Defaults user selection in appointment entry screen
Fixed Start Times
Calendar Time
Date/time field
Validates appointment start time against times listed.
NB: date defaults to 01/01/2000 and has no bearing on time validations.
