Approval Rules

The configuration of Aprroval Rules dictate the behavior of Supervisor Approval and the underlying rules of when an Instructor is allowed to book lessons. These rules get attached to Tasks, so that a scheduled task on an Instructors schedule has specific behaviors. There are default core rules for use and you can define custom rules to empower instructors autonomy for booking lessons without inundating your capacity or abiility to adjust schedules.

Default rules

We have created 3 default rules as we know there will be some tasks you never wants to be booked over, some you will always approve and some that will always need approval. You cannot edit or delete these rules.

• Always approve

  • Behavior: Allows an Instructor to book a private request lesson over this conflicting task.

• Always require supervisor approval

  • Behavior: Allows an Instructor to book a private request lesson over this conflicting task, but the booking is sent to Supervisor for review prior to the guest, allowing the Supervisor to approve or reject the booking.

  • DEFAULT: This rule is default for all task conflicts unless otherwise set in Task-Override Rules.

• Always block

  • Behavior: Prevents an Instructor to book a private request lesson over this conflicting task.

Custom rules

Here you can create up to 5 custom time-based rules to suit your operations. You can then assign these rules to tasks in Task-override rules. For each rule you can select how far out from a lesson you’d like to block lesson, and how far out you’d like to auto approve them. If these selections don’t match, we’ll require supervisor approval for the period in between.

To start defining approval rules:

Navigate to Admin Settings -> Product Settings -> flaik sales -> Approval rules

To edit approval rules:

On the right side, click Edit

Default rules

These rules are fixed and cannot be edited.

Custom rules

Custom rules leverage all the default rule behaviors with timeframes.

1. Define a Block period by a number at a interval of Hours, Days, or Weeks:

2. Define a Auto Approve period by a number at a interval of Hours, Days, or Weeks:

3. The difference between Block and Auto Approve will require Supervisor Approval.

Click "Add approval rule" to create new rule or changes the values of existing rule:

To finish approval rules:

Click Save if you want to continue