Set business rules

Updated October 31, 2026 · Applies to Platform ONE 1.34

The Business rules page holds the settings that control how your products behave. Each product adds its own panels to it, so the page shows only the rules of the products your organization uses.

Prerequisites

  • The Admin role.

Change business rules

  1. In the menu, under Administration, select Business rules.
  2. Change the settings in each panel.
  3. Select Save changes.

If none of your products has rules to set, the page says so and isn't shown in the menu.

Panels by product

Panel Product What it sets
Booking rules, Booking approval, Reminder emails BookIt ONE, BayCheck ONE How bookings work: notice and limits, which bookings need approval, and reminders.
Resource types BookIt ONE, Reserve ONE, BayCheck ONE The kinds of things people book or plan, such as rooms or bays.
Time off types PTO ONE The types of time off and their yearly totals.
Contact fields, Leads, Sales pipelines Rolodex ONE Your own fields on contacts, how leads work, and the stages of each pipeline.
Dock operations BayCheck ONE How the gate, the dock board and overstay warnings work.

Each product's administrator guide explains its panels.

Next steps