Saving, Previewing, and Managing Booking Options

In this article

Once you have finished configuring your booking option — the type, lead time, surcharge, limits, and rescheduling rules — this article walks you through the final steps: saving, assigning to a business unit, previewing the calendar, and managing options after they go live.

Contents

Saving and Assigning to a Business Unit

When you are done configuring all the settings, click Create option at the top of the page. A dialog will appear asking you to assign this option to one or more business units.

Pick this	Result
One business unit	Option is active for that unit only
Multiple business units	Option is active for all selected units at once

Click Create to save.

📝Note: You can assign the same option to multiple business units in one step. Each business unit you pick will show this option to its customers immediately after saving.

Managing Your Options

On the Booking Options list, click the ••• menu on any row to manage an existing option.

Action	What it does
Edit	Modify lead time, name, or any other setting
Preview	Simulate the availability calendar without entering the edit screen
Assign to Business Unit	Activate the option for an additional business unit or re-enable an inactive one
Remove from Business Unit	Disables the option for a specific business unit without deleting it. Status changes to Inactive.
Delete	Permanently removes the option. Only visible when the option is Inactive across all business units.

📝Note: Removing an option from a business unit does not delete it from the system. It stays inactive and can be re-assigned at any time using Assign to Business Unit.

Previewing Your Option

Before going live, use the preview to check that your lead time, selectable days, and blocking rules are producing the right calendar for customers.

On the Booking Options list, find your option.
Click the ••• menu on its row.
Select Preview.

The preview shows a calendar with three colour indicators:

Blue (Workday) -> days counted as preparation time based on your lead time setting
Green (Selectable) -> days the customer can actually pick
Grey (Off Day) -> blocked days, unchecked weekdays, or dates outside the selectable range

You can manually adjust the Preview Time and Date at the top right of the calendar to test different conditions:

Change the time to before your cut-off versus after to see how the first available date shifts
Click a different date on the calendar to simulate a booking made on a future day

To test how public holidays or block-out dates affect this option, select a Business Unit in the dropdown below the calendar. See [Setting Up Blocking Rules] to configure those dates.

FAQs

Do I have to assign to a business unit before the option goes live?

Yes. An option with no business unit assigned is marked Inactive and hidden from customers. Always assign at least one business unit when you click Create option.

Can I assign the same option to all my business units at once?

Yes. The Assign to business units dialog lets you select multiple units in one step.

What is the difference between Remove from Business Unit and Delete?

Remove from Business Unit disables the option for one specific unit but keeps it in the system. Delete permanently removes it and only appears when the option is already Inactive across all units.

Why do I see blue days in the preview even on days I did not block?

Blue days are your lead time buffer, not blocked days. They represent the preparation window before the first selectable date. If you see more blue days than expected, check your lead time setting and working days configuration.

Can I preview how the calendar looks for a specific business unit?

Yes. Use the Business Unit dropdown below the preview calendar to include that unit's blocking rules in the simulation.

What's Next

Now that your booking option is saved and confirmed in the preview, the next step depends on whether you serve specific areas. If you want to restrict which zones can use this option or set different minimum orders by area, continue to [Setting Up Custom Zones]. If every customer can book regardless of location, skip ahead to [Setting Up Time Slots].

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Up next

Setting Up Custom Zones

Group your city into named zones so you can set delivery rules, fees, and driver assignments by area instead of one by one.