Usage example - client appointments

Let's look at a simple appointments system where an organisation offers various different types of appointment to its clients or service user - first dressing, second dressing and careers chat.

Groundwork

Creating our appointments event type

To set this up in Causebase, first an event type is created called client appointments.

When creating this event type, we'll:

• choose to limit this event type to the Client role, meaning that only people with that role can be booked onto the event.
• select presentation as booking first (more on this later).
• set a capacity of 1, so that only one appointment can be booked at a time.

Creating booking types

Once that's done, we'll create booking types on our new event type for each type of appointment.

We need at least one booking type for an event type in order to be able to make events and bookings, but here we'll have three different booking types.

When creating each booking type, we just need to provide a name and optionally, a description.

Moving into events and bookings

Creating our first event

Now that we have our event type and booking types, we can create an event.

In the context of client appointments, this just means the appointment 'slot' which can be booked.

When creating an event, we'll:

• provide a name for the event (this won't be too important for client appointments - more on this later)
• optionally provide a description
• choose the event type we've already created
• optionally select a location for the event to take place at
• specify a start date and time and, optionally, an end date and time

The event will automatically take the capacity of 1 that we set earlier on the event type, but we can change this on specific events if we want. (We can also specify capacity by booking type, but more on that later.)

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Don't worry if this is a little tedious - you don't need to manually create events for every single appointment slot.

Now that we've got an event, we can go to the event page and check that everything looks as we'd expect.

The details we entered should be listed and the capacity should be showing as available, with 0 of 1 bookings.

Making a booking

We're going to assume for the sake of this demonstration that the client we're booking in already has their details on Causebase as a Person with the client role.

We'll create our booking on the event's bookings page.

The event should already be selected and we'll be able to select one of the three booking types we created earlier.

We can then select the client as the person for the booking and press create.

If we now go back to the event page - we should be able to see that there's now 1 booking, and the event is showing as full, meaning it can't take any more bookings.

Review

3⭐️ was mostly good with my food