What does the "advanced reservation restriction" option mean when creating shifts?

What does the "advanced reservation restriction" option mean when creating shifts?

By default, when a user is approved for an opportunity, they can reserve spots for any shift related to that opportunity. You can choose to add an additional layer of reservation restriction whereby users need to be approved for the opportunity, but also meet the following condition using the 'Profile Tags' field from the database.

IdeaTo learn more about how to create private shifts, read this article: How to Privatize a Shift Within an Opportunity

How do I create and assign profile tags?

1. In the Database, create profile tags
  1. On the top-right > Click Actions
  2. Select Manage profile tags
  3. Type in a string of text that represents your new profile tag > Click Create. 
  4. Repeat until you have created all of your profile tags

2. In the Database > Assign profile tags
  1. In the Database, select profiles using the checkbox to the left of the Name column
  2. Click the Actions button that appears above the Name column, next to the text that reads "X profiles selected"
  3. Select Assign profile tags
  4. Repeat until you have assigned all of your profile tags



Now that you've assigned profile tags, you're all set to begin generating shifts and using the advanced reservation restriction setting!


How do I use the advanced reservation restriction setting?

1. In the Schedule > Click on + Create shifts
  1. Select an opportunity
  2. Input your shift information
  3. All the way at the bottom of the shift information pop-up, click on Show advanced reservation restrictions
  4. Select the type of restriction (at least 1, all, none)
  5. Select the profile tag(s) to apply the relevant restriction



Example of when to use advanced reservation restriction
  1. Imagine you have an opportunity titled Driver.
  2. You assign many people to the Driver opportunity. To view and reserve upcoming Driver shifts (or a specific batch of shifts), though, they must hold a valid driver's license.
  3. In the database, you can create a profile tag titled Valid Driver's License
  4. You would assign that tag to everyone who holds a valid license, and unassign it from anyone whose license has since expired.
Out of your cohort of approved Drivers, only the people carrying the profile tag Valid Driver's License would then be able to view and reserve upcoming Driver shifts. Without the restriction, anyone approved for the Driver opportunity could view and reserve any upcoming shift within it.

This keeps things organized and gives you a secondary layer of eligibility that decides who can reserve which set of shifts. The primary layer is the fact that they are approved for the opportunity in the first place.

Learn more about profile tags: Profile tags or custom fields?