How can I test a rule?

Testing a rule before deploying it ensures that it functions as you expected. Here’s how to test a rule.

Testing Steps:

1. Create a copy of a shift:

   • Decide which shift you would like to create reservations in. Copy this shift in your settings
   • Lock the shift for online bookings or reduce the online capacity to zero.

2. Configure and activate a rule:

   • Configure a rule using the shift copy you created in step 1 and activate the rule

   See how to configure and activate a rule [🚨add link to KB article after it’s uploaded 🚨]

3. Review results:

   • Assess the reservations coming in, adjust the rule as necessary.
   • Leave it running for at least a few days before you move to the next step.

4. Edit and reactivate the rule:

   If you are satisfied with how the reservations are being created, you can now use your ‘real’ shift.

   • Edit the rule to assign the shift you’d like to use.
     • See how to edit a rule [🚨Add link to the specific KB article 🚨]
   • Reactivate the rule.

   All reservations will now automatically be assigned to the new shift. This process can take up to a few hours to complete.

   Manual changes that were made to a reservation will not be overwritten.

5. Delete the shift copy

   Don’t forget to delete the shift you created for the tests.