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Rules and Integrations (Manager Mobile)

Purpose​

Run rules and integrations directly from Manager Mobile workspace with role-appropriate permissions.

Prerequisites​

  • Active MANAGER profile is selected for the target business.
  • Owner has granted permissions for this operational module.
  • Business registration is approved and module access is enabled.

Step-by-step​

  1. Open Rules and set automatic booking approval based on current operational policy.
  2. Configure automatic override approval for staff absence overrides when applicable.
  3. Enable or disable required phone number for booking requests.
  4. Set minimum booking notice between 1 and 24 hours to control lead time.
  5. Open Integrations and use Import from calendar to select calendars, events, and staff mapping.

Decision points​

  • If same-day demand is high, reduce minimum notice only when staff capacity can absorb it.
  • If imported events are noisy, narrow calendar/event selection before final mapping.
  • If action requires subscription billing changes or company active/deactive status, escalate to the Owner workflow.

Expected result​

Automation rules are aligned with policy and external calendar blocks are imported to reduce double booking. Manager role can complete this workflow within manager permissions and escalate owner-only actions.

Common mistakes​

  • Enabling auto-approval without checking staffing coverage.
  • Importing personal calendars without scoping event selection.
  • Trying to execute owner-only billing or company status actions instead of escalating to Owner.
owner mobile rules-and-integrations screenshot

Manager mobile wrapper for shared rules and integrations workflow.