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Business: booking assistant, membership plan switching, and clearer recurrence rules

· 5 min read
Venelin Iliev
Venelin Iliev
Founder & CTO @ Reservation.Studio

Business: booking assistant, membership plan switching, and clearer recurrence rules

This update improves several daily Business workflows: finding an available time while creating or rescheduling an appointment, working with issued memberships, reviewing recurring appointments, handling installment sale documents, and filtering discounts.

✨ In short​

  • The appointment form now includes "Find booking time", which opens the new "Booking assistant".
  • The assistant shows "Suggested booking options" based on the selected services, location, period, search step, staff, resources, and working hours.
  • When rescheduling, you can use "Keep current staff/resources" if you want the system to search without changing the current assignments.
  • "Issued memberships" now includes "Switch to another plan" with a preview of the financial impact, usage transfer, and possible warnings.
  • "Recurrence rules" now includes "Upcoming recurrence calendar" with a monthly view and indicators for rules that need attention.
  • In a sale with installments, you can now use "Download installment plan".
  • The discounts list now includes "Discount type" and "Online booking" filters.

🔎 Faster appointment time search​

The appointment form now includes "Find booking time". It opens the "Booking assistant", which helps you find a real available option without manually checking the calendar for every staff, resource, and time combination.

The assistant uses the current appointment data and lets you configure:

  • "Start date and time";
  • "Search period";
  • "Check every";
  • "Working hours";
  • "Show unavailable/conflicting options".

After searching, you see "Suggested booking options". Each option shows the time, staff, resources, price, and warnings if there is a conflict risk or a time outside the configured hours.

From each result you can:

  • open "Details";
  • review warnings with "Review option";
  • apply the option with "Choose".

This is most useful for appointments with multiple services, services that need resources, rescheduling, and cases where the team needs the system to suggest a working combination instead of testing options manually.

🔁 Switch an issued membership to another plan​

The "Issued memberships" detail now includes "Switch to another plan". It is available for an active issued membership that is not expired, not deactivated, not deleted, not already migrated, and still has a linked sale.

The new flow opens "Switch membership plan", where you can review:

  • "Current plan";
  • "Target plan";
  • "Target selling price";
  • "Target access location";
  • "Financial impact";
  • "Usage transfer";
  • "Blockers" and "Warnings", when something needs review.

For per-service memberships, the system can show how usage transfers to the new plan and where "Change mapping" is needed. After confirming with "Confirm plan switch", the source membership is marked as migrated and the new membership continues the connection to the sale.

The important point for the team is that this is not just a manual edit of dates and limits. Before confirming, you can see how the change affects the sale, usage, and future work with the membership.

📅 Clearer recurrence rule review​

The "Recurrence rules" screen now lets you switch between the table and a calendar view.

The new "Upcoming recurrence calendar" shows the selected month and makes it easier to see when active rules will create occurrences. The top summary shows:

  • matching rules;
  • "Occurrences this month";
  • rules that need attention.

If a rule has no planned occurrences in the current month or its template has a problem, it is grouped under "Needs attention". This makes recurring appointment management more visible, especially for fixed schedules, group sessions, and longer appointment series.

🧾 PDF installment plan from a sale​

For sales that already have an installment plan, the sale menu now shows "Download installment plan".

The PDF contains the sale installment plan and is useful when you need to give the client a clear document with upcoming installments, amounts, and remaining balance.

If the sale has unsaved changes, Business warns with "You have unsaved changes. Are you sure you want to download the installment plan without saving?". If the sale has no installment plan, the document is not generated.

🎯 More precise discount filters​

In the discounts list, you can now filter by:

  • "Discount type" - percentage or fixed;
  • "Online booking" - active, inactive, or all.

This makes it easier to maintain campaigns when you have different discounts for in-person work, online booking, or different discount models.

✅ What to do now​

  1. For the next complex appointment, open "Find booking time" and test what options the assistant suggests.
  2. If an active membership needs to move to another plan, open its detail in "Issued memberships" and review the preview before confirming.
  3. Open "Recurrence rules" and switch to the calendar view to see whether any rule needs attention.
  4. For a sale with installments, download the "Installment plan" if the client needs a payment document.
  5. Review the discounts list with the new "Discount type" and "Online booking" filters.

🔗 Helpful links​