Understanding the dependencies of inheritance settings is essential for effectively managing and customizing the software. This article will guide you through how settings defined at the organizational level are automatically inherited by other elements, such as appointment templates.
The following list illustrates where you can configure specific options. The highest-level element is shown on the left, demonstrating how its values are inherited by subordinate elements. At any stage, you have the option to override inherited values with your own.
For instance, an address defined at the organizational level can be inherited by an appointment template. However, you also have the flexibility to enter a unique address directly within the appointment template, independent of the organization's settings.
The address in an appointment template has additional flexibility: it can be inherited from customer information within the system, entered during the booking process, or derived from a booking resource. When using the address of a booking resource, the address of the first booking resource is selected by default.
Please take a look at our Inheritance of settings article for an example with the time grid setting.
Inheritance for organization, appointment templates and email templates
Accessibility
parentOrganization → organization
Address
parentOrganization → organization → appointmentTemplate
organization → appointment template ← first booking resource
organization → appointment template ← customer
organization → appointment template ← user input
organization → resource
Availability
parentOrganization → organization
organization → resource
ContactPerson
parentOrganization → organization
Currency
parentOrganization → organization → appointmentTemplate
Required information: Customer address
parentOrganization → organization → appointmentTemplate
Required information: Customer e-mail
parentOrganization → organization → appointmentTemplate
Required information: Customer mobile number
parentOrganization → organization → appointmentTemplate
Description (for the organization)
parentOrganization → organization
DescriptionI18nList
parentOrganization → organization
Email (Settings -> Organization)
parentOrganization → organization
Reply e-mail address
parentOrganization → organization → appointmentTemplate
organization → resource
Email templates
parentOrganization → organization → appointmentTemplate
ICS attachment customer
parentOrganization → organization → appointmentTemplate → emailTemplate
ICS attachment staff
parentOrganization → organization → appointmentTemplate → emailTemplate
Fax number
parentOrganization → organization
Images (of the organization)
parentOrganization → organization
Location settings
parentOrganization → organization
Logo
parentOrganization → organization
Lead times for appointment booking: earliest appointment date
parentOrganization → organization → appointmentTemplate
Lead times for appointment booking: latest appointment date
parentOrganization → organization → appointmentTemplate
Lead times for appointment booking: booking lead time
parentOrganization → organization → appointmentTemplate
Safety
parentOrganization → organization → appointmentTemplate
Opening hours
parentOrganization → organization
Sector
parentOrganization → organization
Show price
parentOrganization → organization → appointmentTemplate
Sms sender
parentOrganization → organization → appointmentTemplate
organization → resource
Sms templates
parentOrganization → organization → appointmentTemplate
Calendar synchronization
parentOrganization → organization
Tax rate
parentOrganization → organization → appointmentTemplate
Telephone
parentOrganization → organization
Time Grid
parentOrganizatio → organization → appointmentTemplate
Time zone
parentOrganization → organization
Websites (for the organization)
parentOrganization → organization
Inheritance for employees
Address
organization → employee
user → employee
Availability
organization → employee
Description
user → employee
Reply e-mail address
organization → employee
user → employee
Mobile number
user → employee
Profile picture
user → employee
Sms sender
organization → employee
user → employee
Inheritance for OnlineMeetingConnection
ICS content staff
organization → OnlineMeetingConnection
appointment template → OnlineMeetingConnection
Synchronization server
organization → OnlineMeetingConnectionTeams
Inheritance for resources
Address
organization → resource
Availability
organization → resource
Reply e-mail address
organization → resource
Sms sender
organization → resource
Inheritance for synchronization
ICS content staff:
organization → synchronization
organization → synchronization
Synchronization server:
organization → synchronization
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