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Rules Management

Welcome to the Rules Management page. This section provides instructions on how to configure and manage business rules for your organization.

Overview​

The Rules page allows you to set up business rules and automation that control how your organization operates. Rules can help you automate workflows, enforce policies, and ensure consistency across your organization.

Accessing the Rules Page​

To access the Rules page:

  1. Log in to your Next Level Booking account
  2. Navigate to the Admin dashboard
  3. Click on Rules in the left sidebar menu or visit: /admin/rules

Creating a New Rule​

To create a new rule:

  1. Click the Add Rule button in the upper right corner
  2. Enter a name for your rule
  3. Specify the conditions that will trigger the rule
  4. Define the actions that should happen when the rule is triggered
  5. Set the priority level for the rule
  6. Click Save to activate your rule

Managing Existing Rules​

Viewing Rules​

All active rules will be displayed in a table on the Rules page, showing:

  • Rule name
  • Status (Active/Inactive)
  • Trigger conditions
  • Actions
  • Last modified date

Editing Rules​

To edit an existing rule:

  1. Find the rule in the list
  2. Click the Edit (pencil) icon
  3. Make your changes in the edit form
  4. Click Save to update the rule

Enabling/Disabling Rules​

To temporarily disable a rule without deleting it:

  1. Find the rule in the list
  2. Toggle the switch in the Status column

Deleting Rules​

To permanently remove a rule:

  1. Find the rule in the list
  2. Click the Delete (trash) icon
  3. Confirm deletion in the prompt

Rule Types and Examples​

Inventory Rules​

  • Low Stock Alert: Automatically send notifications when inventory items fall below a specified threshold
  • Reorder Trigger: Automatically create purchase orders when stock levels are low

Customer Rules​

  • New Customer Welcome: Send welcome emails to newly registered customers
  • Inactive Customer Follow-up: Automatically contact customers who haven't placed orders in a specified period

Order Processing Rules​

  • Order Approval: Require manager approval for orders exceeding a certain amount
  • Shipping Notification: Automatically notify customers when their orders ship

Best Practices​

  • Start Simple: Begin with basic rules and gradually add complexity
  • Test Thoroughly: Test rules in a controlled environment before deploying them
  • Monitor Performance: Regularly review rule effectiveness and make adjustments
  • Avoid Conflicts: Ensure rules don't contradict each other
  • Document Purpose: Add clear descriptions to rules so team members understand their purpose

Need Help?​

If you need assistance with setting up or managing rules, contact our support team at support@next-level-booking.com.

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