Prevent bookings without an assigned customer on the Admin Panel
  • 28 Sep 2022
  • 1 Minute to read

Prevent bookings without an assigned customer on the Admin Panel


This rule prevents admins from creating new bookings if they don't assign them to a customer before saving them on the Admin Panel.


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

  6. Enable the This rule is active toggle.

  7. Select Bookings in the Record type.

  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
  1. Click the Save Changes button.


All done! We recommend you test your validation rule by trying to book a resource on the Admin Panel, leaving the Customer field empty. If you get the error message you've defined in the rule as you save your changes, you're ready to go!