Appointment Booking Forms
Our new and improved Appointment Booking Forms are here! Our new booking forms streamline the process of setting up appointment forms across your site, and bring better consistency and flexibility for all of your appointment booking needs. Previously, each user in your site was responsible for setting up their own appointment form, and each user was limited to just one form. Now, we’ve turned this process on it’s head – site admins can now create booking forms and apply them at multiple organizational levels, so you can now have a booking form that applies to certain categories, groups, and/or locations in your site.
Need to ask specific questions any time someone books an instruction session? No problem, our new forms have you covered – just create a custom form, apply it to the “instruction session” appointment category, and you’re good to go! Need to ask specific questions any time someone books an appointment in a particular location? Easy peasy, just create your form, apply it to that location, and users will see those questions any time they book an appointment in that location.
To create new booking forms, Admins can head to Admin > Appointments > Booking Forms and create a new form. Once these have been created, you can then assign that booking form to the Appointment location, group and/or category level by heading to the relevant “edit” area (ie edit location, edit category, etc.).
But what happens if an individual user in your site wants to use a different form than the one you’ve specified? No worries, we’ve also included an individual user option to override the system-level location, group or category form with a separate form of their choosing. This option is available from our new Booking Forms page at Appointments > Booking Forms. Users can also create new booking forms from this area, so if your individual users would like to create and manage more than one personal booking form, they can create as many as they need.
When determining which form to show in both admin and public pages, we use the following hierarchy (so we will show the first form that we can find, according to the order listed below):
User Category Override > User Group Override > User Location Override > User Default (All Bookings) > Category Default > Group Default > Location Default
Good to know: As part of the transition to the new booking forms, all existing user booking forms will be assigned as a “User Default (All Bookings)” individual user override – this is to help ensure that nothing changes during the transition. In order to see your new site-wide location, group, and category forms applied, you’ll need to disable these individual user overrides. To make this easier, we’ve include a new User Forms Overview list, which admins can view from Admin > Appointments > Booking Forms. This will show you the current user settings for all of your users, and it offers a quick way to jump to the user settings for each user so you can adjust their personal overrides as needed.
NOTE: All existing individual user booking forms will automatically migrate to the new booking form format. Migrated forms will have the booking form name ‘User Default (First Name Last Name)’ (but don’t worry, this won’t appear in public forms – this is just a reference so admins can see all of the existing forms and know what they are :). After these forms are migrated, appointment bookings will still work the way they do now, ie. nothing will change as far as the forms used for admin & public bookings. Admins can then start setting up different booking forms for Appointment Locations, Groups and/or Categories.
- You can now set the time of day to reset the booking window limit for Seats/Spaces categories. No more waiting until midnight until the next day’s worth of bookings become available! Head to Admin > Spaces & Equipment > Spaces & Categories > Edit Category > Booking Limits to set the new Rollover Time value.
- We’ve added a new ‘Check Out’ drop-down selection to set how long after the booking end time a user is allowed to check out of a booking. Navigate to Admin > Spaces & Equipment > Edit Location > Seat Space Check In to set the Check Out value.
- An additional check in grace period has been added if a slot is booked after the start time AND after the late cancellation window (if set).
- Honeypot logic has been added to the public booking pages for additional security.
- Rescheduled Appointments with a different user improvements to original booking where the details will now display in the Booking Explorer as to who the Appointment was rescheduled with in the Internal Notes column.
- The Billing module is now available for all sites! To learn more about the Billing module, check out the following Billing FAQ Springboard.
Upcoming LibCal Training Sessions:
- Hybrid Reference Appointments (In-Person & Online) – Monday, May 17, 2021, 9:00am – 9:40am.
- Using LibCal Appointments and Events with Cisco WebEx – Tuesday, May 18, 2021, 12:00pm – 12:20pm.
- Getting the most out of LibCal Seats – Thursday, May 20, 2021, 12:30pm – 1:30pm.
- Getting the most out of LibCal Seats – Monday, June 7, 2021, 2:00pm – 3:00pm.
LibAuth Authentication User ID Attribute
In a great move for streamlining and reliability, we’ve added the User ID field to our LibAuth Authentication LDAP, CAS, SAML, OAuth2, SIP2, and Self-Hosted (JSON) protocols, which you can use to define your authentication system’s unique User ID field. By choosing to release this information to us, this will pass the unique User ID information into Springshare’s systems that support LibAuth (particularly LibCal). This reduces our reliance on user email address as the primary user identifier, and is particularly helpful in sites where users can have more than one email address.
Upcoming LibGuides Training Sessions:
- LibGuides Admin Settings and Customizations, Monday, May 24, 2021, 2:00 p.m. – 2:30 p.m.
- Customizing LibGuides Templates, Tuesday, May 25, 2021, 1:00 p.m. – 2:00 p.m.
- Creating a Kiosk with LibGuides CMS and Other Springy Tools, Thursday, May 27, 2021, 12:00 p.m. – 12:45 p.m.
- We’ve added the ability to create a Multi-Schedule widget! You can now display multiple schedules for public viewing in a single widget, making it easy to embed information about multiple staffing calendars in an external site. Please note, widgets can display data from up to 5 schedules. Head to Admin > Widgets & API > Widgets to set up your Multi-Schedule widgets!
- We’ve increased the font size when printing schedules, to help keep things legible and easy to read. To see this in action head to Schedules from the main menu, select your schedule, click on the Cog/Settings icon and select the Print Page option.
- We’ve added the ability to include a visibility date range when adding a note to a schedule. When you choose to include a date range, the note you create will only display during the date(s) you indicate, which is helpful for announcements and reminders that only need to be included during a specific time period. To create a note that spans multiple days, navigate to Admin > Notes > +Create Note and set a date range.
- We’ve improved the ‘Given Up Shift’ email to display which admin user has given up a shift on behalf of another user if the original user who was assigned the shift does not give it up themselves.
Upcoming LibStaffer Training Sessions:
- LibStaffer Scheduling in Action – Monday, May 17, 2021, 12:30pm – 12:50pm.
Time-Based Sums/Averages for Numeric Fields up to 60 Days
If your custom and shared datasets include numeric fields, good news – the time-based analysis tab can now calculate the hourly sums and averages for these fields for up to 60 days! Previously it was possible to run these averages for up to 7 days, but with this release we’re expanding to support calculating averages and sums for up to 2 months. 🙂 To see this in action, head to a Custom or Shared datasets and select Analyze > Generate Report (use a date range filter up to 60 days) > Time-Based Analysis tab > Select Numeric Field + Hourly Filter and Click “Draw Chart”
Upcoming LibInsight Training Sessions:
- Building Custom Datasets – Tuesday, June 15, 2021, 1:00pm – 2:00pm.
Updates on Post-Submission
This long standing Post-Submission feature was actually “posting” results using the GET method rather than the POST method. We have updated this feature to finally use the correct POST method. We’ve also removed the following POST Formats: Key-value pairs and Comma separated values (CSV). Submissions are now posted using the default JSON object format.
That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.