Skip to main content

Rules and Integrations (Mobile)

Purpose​

Configure booking and staffing automation rules and import external calendar events on mobile.

Prerequisites​

  • Business registration is approved and workspace is active.
  • Your role has access to the feature module on the selected platform.

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.

Expected result​

Automation rules are aligned with policy and external calendar blocks are imported to reduce double booking.

Common mistakes​

  • Enabling auto-approval without checking staffing coverage.
  • Importing personal calendars without scoping event selection.
owner mobile rules-and-integrations screenshot

Shared mobile rules configuration and calendar import integrations.