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December 13, 2017, 08:57:50 AM *
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Author Topic: Enable User to be added during event creation  (Read 233 times)
alisonwright19
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« on: September 15, 2017, 11:33:28 AM »

Hi,
Sorry I am new to this, so not sure whether this is the way to request changes to the system.

I'd like to know if there is a way where you can create a New User without navigating away from the New Reservation you are adding to the calendar?
At the moment, I find it counter intuitive to have to create New User, then add to the Reservation afterwards. At the moment, creating the Reservation happens first, then I navigate away to create a New User, then have to edit that User to add other essential info fields (as these aren't asked for in the initial creation of the user), then go back into the Reservation, and add the named User in the Participant List.

Any tips or advice on what this change would entail would be appreciated.

Thanks
Alison
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TechCoder
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« Reply #1 on: November 13, 2017, 08:50:13 PM »

Sounds like you want a custom process - which is fine, but booked won't work like you do......

So, you have to either:

1) accept the workflow as booked is designed (and you very clearly described it)

OR

2) create your own workflow, using external tools

This isn't as difficult as it sounds, though it will take some effort (all good things do!)

You'd start with your 'insertion' page - which sounds like you want to have nearly an 'all-in-one' sort of thing.  Presuming that, you could make an HTML page (using various HTML tools - my preference is Bootstrap and a couple modals) that would have YOUR 'flow' on it (enter the Reservation info first, then the User content as needed, etc.)

Once all your data was entered (as you prefer it to be), then let a back-end process do all the 'lifting' for you through the API (creating the User first, doing the updated info as needed, creating the reservation, blah, blah...... - "whatever needs to be done to make booked happy").

Fairly straightforward (at this '50,000 ft.' level!) - putting it all in place is just a matter of getting down to the details (just what you want in your workflow, what the page should look like, what buttons are needed to do what functions, etc.........) and then have someone put it all together!


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'TechCoder' is Lead Programmer/Tech Support for CashFlowProducts.com

CashFlowProducts.com is the premier developer of add-on, plugin and core modification applications for booked.
Independently owned and operated, we offer custom modification, plugins, project development,
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Neither TechCoder nor CashFlowProducts.com has any direct affiliation with Twinkle Toes Software,
the makers of Booked Scheduler (booked).

Any/all comments posted by TechCoder may/not reflect the opinion of CashFlowProducts.com
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