Bookings must have notes

This validation rule prevents customers from placing a booking, unless they have added notes. Admins can still book for customers without having to add notes.

1. Click Settings > Validation rules.

2. Click Add rule. 

3. Click on Manual entry. 

4. Name your validation rule.

5. Add a Description for your rule to let other admins know what it does at a glance.

6. Toggle on This rule is active.

7. Select Bookings under the Record type drop-down list.

8. Add the Error message to display if the validation rule is not met.

9. Add the following code snippet to the Formula field.

record.Coworker = null OR record.Notes <> null

record.Notes <> null

10. Click the Save Changes button.

All done! We recommend testing the validation rule by logging in to the Members Portal with a dummy customer account and try to book a resource without adding any notes. You should see your error message if the rule is working as expected.