Business Rules & Presets

Every business has its own rules about how bookings should work. Whether it's how far in advance clients can cancel, whether the system should warn when a walker is booked outside their working hours, or whether a full slot should automatically open a waitlist — Business Rules is where all of that lives.

Three presets cover the most common approaches. Simple is designed for new operators or solo practitioners who want most things allowed and minimal friction. Clients can book same-day, cancellations are flexible, and the system trusts you to handle exceptions manually. Structured is the balanced default for established businesses — reasonable notice windows, conflict warnings on by default, waitlist auto-promote enabled. Full Team is the strictest preset, designed for multi-staff operations where consistency matters: firm cancellation windows, overlap conflicts blocked rather than warned, all push notifications on, staff changes require a reason.

Switching preset applies dozens of rules at once. From there, every individual rule can be overridden. Need Structured as your base but want to allow same-day bookings like Simple? Change that one rule. The rest stays Structured.

The rules cover four areas: conflicts (same-resource overlap, over-capacity daycare, bookings outside working hours, bookings on closure days), cancellation and reschedule windows (per-service override or operator-wide fallback), pool and dispatch behaviour (dispatch policy defaults, cross-pool reassignment rules), and notifications (which events trigger staff push alerts and which trigger client notifications). Every rule has a plain-English description of what it controls and what the consequence is for changing it — no jargon.

When an operator or permitted team member changes a rule, Wagify records the actor, time, old value, and new value. Booking-level warning overrides are a separate flow and can require a reason, keeping the policy history and the one-off exception history distinct.