Getting the internal rules accepted
Make booking a time slot conditional on accepting a set of rules: safety instructions, organization charter, liability agreement, etc. The text is shown to the users concerned until they accept it.
Writing and publishing internal rules
- Go to Administration›Settings›Booking›Internal Rules.
- Click on New Rule.
- Choose the relevant Subscription: leave All Subscriptions (default) for rules shared by the whole organization, or select a specific subscription for rules dedicated to its holders.
- Enter the Title and write the content of the rules.
- Click on Save.
Making acceptance mandatory in order to book
Two options determine how the rules are applied:
- Mandatory acceptance to book (enabled by default on creation): as long as the user has not accepted the rules, they cannot confirm a booking.
- Extend to booking partners: a user who has not accepted the rules can then no longer be added as a partner on someone else's booking either.
Regardless of these options, the rules are in any case presented to the user concerned in a window to be accepted from their next login onwards, like the organization's other legal documents.
Tracking acceptances
Open an existing set of rules, then go to its signatories tab: its title shows the number of acceptances, and the list gives the acceptance date for each user along with direct access to their record.
It is this list that makes the rules an enforceable document: in the event of a dispute, you know who accepted what and on which date.
Updating the rules
Edit the content at any time from the same form.
Conversely, this reset is a useful tool: to have your safety instructions approved again at the start of each season, simply save the rules once.
