COVID Policy
  • 04 May 2022
  • 2 Minutes to read
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COVID Policy

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This validation rule helps your space make sure customers confirm they haven't been experiencing COVID symptoms or been in contact with someone who tested positive prior to completing any booking on the Members Portal.

Setting up this validation rule is a three-step process.

Step 1. Create a product to include in your bookings

The first step of the validation rule setup is to create a free product dedicated to your COVID policy. The product will be used in the validation rule to prevent customers from completing their booking if they don't select it.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

Click Inventory > Product.

  1. Click Add product.

  2. Click on Manual entry

  3. Name your product by adding the text you want displayed on the booking form.

For example, if you want the booking on your Members Portal to say "I haven't been in contact with anyone who tested postive for COVID and I currently don't have any COVID symptoms.", you should add this sentence to the Name field.

You message must be under 255 characters or roughly 40 words.
  1. Add meaningful name in the Description field.

For example, COVID Policy or COVID Form.

This description won't be displayed on the Members Portal.
  1. Click the Save Changes button.

The product is now in your inventory. Open the product's record and copy the product ID that is in your browser's URL. Make sure you save this ID somewhere, you'll need it during Step 3.

VR_CovidProductID.png

Step 2. Assign the product to all your resources

The second step of this process is adding the product you've just created to all the bookable resources in your space. This will ensure that all bookings made by customers from the Members Portal include this COVID policy check.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Inventory > Resources.

Resources_Path.png

  1. Click on the first relevant resource.

  2. Click on the Products tab.

  3. Click Add product.

  4. Select your COVID policy product in the Product drop-down list.

  5. Enable the Let customers buy this product as part of the bookings they request online or via the app toggle.

  6. Click the Save Changes button.

Repeat this process for every resource that you make available on your Members Portal.

Step 3. Create the COVID Policy validation rule

The last step of this process is to create your validation rule. Make sure you have the product ID you saved during Step 1 before you start.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Add rule

  3. Click on Manual entry

  4. Name your validation rule.

  5. Add a short description of your rule.

This description won't be visible to customers.
  1. Enable the This rule is active toggle.

  2. Select Booking in the Record type drop-down list.

  3. Define the message you want to show customers if they don't tick the COVID policy checkbox in the Error message to display if the validation rule is not met field.

  4. Add the following formula in the Formula field, making sure you replace xxxxxxx with your product ID.

HasProduct (record, xxxxxxx)

Your validation rule should now look similar to the one below.

VR_CovidExample.png

  1. Click the Save Changes button.

You can make sure the policy is set up correctly by logging in with a test customer account. When you try to make a booking from the Members Portal, the checkbox should appear in the form and you should see the defined error message until you tick the checkbox.

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