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Read Only Reservation Rulesets for Admins User

READ ONLY RRS FOR ADMINS USER 


Essentially, this new feature is designed to make life easier for Admin users like yourself. Previously, if you wanted to see the "Reservation Rulesets" within the Management Console (MC), you would have needed to ask someone with CX or SuperAdmin privileges to help you out.

Now, with this update, you'll have direct, read-only access to these rulesets. This means you can view them whenever you need to, without having to rely on someone else.

  • Your Goal: As an Admin or Ops lead, you want to see "Reservation Rulesets" in the MC sidebar so you can easily find and view your organization's rules about reservations.
  • The Result: The words "Reservation Rulesets" will now appear in the menu on the left side of the Management Console. 
  • Who Can See It: This new menu item will only be visible to users who have one of these roles: Admin, Ops lead, or SuperAdmin. Other users won't see it.

Let's walk through how to find and view those Reservation Rulesets in the Management Console (MC):

  1. Locate the "Organization" Section: Once you're logged into the MC, look for the main "Organization" heading. It's usually located in the main navigation area.
  2. Find "Reservation Rulesets": Directly underneath the "Organization" title, you should now see a new option labeled "Reservation Rulesets." Go ahead and click on it.
  3. Explore the Ruleset List: Clicking "Reservation Rulesets" will take you to a new screen. Here, you'll find a clear list of all the Reservation Rulesets that have been set up. Each entry in the list will provide key information, including:
    • ID: A unique identifier for each ruleset.
    • App order: This likely indicates the order in which these rules might be applied or considered.
    • Ruleset Name: A descriptive name given to the ruleset.
    • Created: The date when the ruleset was created.
    • Description: A brief explanation of what the ruleset is for.

  1. View the Details: On the far right side of each ruleset entry in the list, you'll notice a small eye icon. To see the specific details of a particular Reservation Ruleset, simply click on this eye icon.
  2. Understand the Ruleset Details: After clicking the eye icon, you'll be taken to a detailed view of that specific Reservation Ruleset. Here, you'll find information about the reservation times, a more in-depth description of the ruleset, and the specific timeframes configured for different user types: customers, technicians, and for processing payments.

So, just follow these steps, and you'll be able to easily navigate to and understand the Reservation Rulesets within the MC!