Managing transit profiles for booking forms
Transit profiles allow you to define and manage driving criteria for booking forms in one centralized location. Instead of configuring transit settings individually on each booking form, you can create reusable transit profiles that can be applied to multiple booking forms at once.
On this page
What are transit profiles?
Transit profiles define the driving criteria used when customers search for available booking times. The system uses these profiles to determine which resources can be assigned based on travel distance and time from their base location to the customer's address.
Key benefits:
- Centralized management – Update driving criteria in one place and apply changes to all booking forms using that profile
- Consistency – Ensure the same transit rules are applied across multiple booking forms
- Time-saving – Avoid configuring the same settings repeatedly on individual booking forms
- Flexibility – Create different profiles for different scenarios (e.g., "Short distance", "Long distance", "Urban only")
Creating a transit profile
To create a new transit profile:
- Navigate to Calendar settings → Transit profiles
- Click + New transit profile
- Configure the following settings:
Transit profile settings
Transit profile name
Choose a descriptive name that indicates the purpose of this profile (e.g., "Long distance service", "Urban area only", "Standard service area").
Bookable in postal codes
Determine whether resources can be booked in all postal codes or only within their operable postal codes:
- Resource's operable postal codes only – Resources will only be bookable within the postal codes configured in their settings
- Honor operable postal codes – Resources can be booked anywhere, but postal codes are considered as a preference
Note: Operable postal codes are configured in the resource settings under Calendar → Resources.
Max. driving from base
The maximum travel time from the resource's base address to the customer's location. Options range from 15 minutes to 8 hours.
Example: If set to "2 hours", only resources within a 2-hour drive from their base location will be shown as available for that time slot.
Max. driving in between events
The maximum travel time allowed between two consecutive bookings. This ensures resources have enough time to travel between appointments.
Example: If set to "30 minutes" and a resource has a booking at 10:00, the system will only show availability at 11:00 if the next customer is within 30 minutes of travel from the 10:00 appointment location.
Max. driving before business hours
The maximum travel time allowed before the resource's working hours begin. This ensures the resource has enough time to reach the first customer of the day.
Example: If a resource starts work at 08:00 and this is set to "1 hour 30 minutes", the first booking of the day cannot be more than 1.5 hours away from the resource's base location.
Max. driving after business hours
The maximum travel time allowed after the resource's working hours end. This ensures the resource can return to base within a reasonable time.
Example: If a resource finishes at 17:00 and this is set to "60 minutes", the last booking cannot be more than 1 hour away from the resource's base location.
Default event locations
Specify how event locations should be set by default:
- Use resource's base location – Events will be created at the resource's base address (suitable for customers visiting your location)
- Don't take transit to those events into account – Events will be created without considering travel time (suitable for remote meetings, phone calls, etc.)
Applying a transit profile to booking forms
Once you've created a transit profile, you can apply it to one or more booking forms:
- Open the booking form you want to configure
- Click the Location & transport button
- Under Transit criteria, enable the transit feature
- Select the desired profile from the Select transit profile dropdown
- Click Save
The transit profile name will now be displayed in the booking form's location settings, making it easy to see which profile is being used.
Editing a transit profile
When you update a transit profile, changes are automatically applied to all booking forms using that profile:
- Navigate to Calendar settings → Transit profiles
- Click the Edit button (orange icon) next to the profile you want to modify
- Update the settings as needed
- Click Save
Important: Changes only affect future bookings. When customers search for available times, the updated criteria will be applied. Already booked events are not affected.
Understanding the transit profiles table
The transit profiles overview shows all your created profiles with the following information:
- Updated – When the profile was last modified
- Name – The profile name
- Honor operable postal codes – Whether postal code restrictions are enforced
- Max driving from base address – Maximum travel time from resource base location
- Max driving between events – Maximum travel time between consecutive bookings
- Max driving outside business hours – Travel time limits before/after working hours
- Use base address as fallback – Whether resource base location is used by default
- Used by – Number of booking forms using this profile (with link to apply the profile to more forms)
Deleting a transit profile
You can delete transit profiles that are not in use:
- Profiles that are not linked to any booking form can be deleted freely
- Profiles that are in use by one or more booking forms cannot be deleted until you remove the profile from all booking forms first
To remove a transit profile from a booking form, edit the booking form's location settings and select a different profile or disable transit criteria.
Best practices
Create profiles based on service types
Consider creating different transit profiles for different types of services. For example:
- "Standard service" – Moderate driving times (2 hours max)
- "Express service" – Short driving times (30 minutes max) for urgent appointments
- "Extended coverage" – Long driving times (4+ hours) for specialized services
Use descriptive names
Choose transit profile names that clearly indicate their purpose and settings. This makes it easier to select the right profile when configuring booking forms.
Review usage regularly
Check the "Used by" column to see which profiles are actively used. Unused profiles can potentially be deleted to keep your settings organized.
Test after making changes
After updating a transit profile, test the affected booking forms to ensure available times are displayed correctly based on the new criteria.
Common use cases
Scenario 1: Reducing service area
If you need to reduce the maximum driving distance for all your booking forms from 4 hours to 3 hours, simply edit the transit profile once instead of updating 10+ individual booking forms.
Scenario 2: Different coverage for different services
Create separate profiles for different service types:
- Booking forms for standard installations use "Standard coverage" (2 hours max)
- Booking forms for urgent repairs use "Emergency service" (30 minutes max)
- Booking forms for specialized services use "Extended coverage" (4 hours max)
Scenario 3: Seasonal adjustments
During winter months, you might want to reduce maximum driving times due to weather conditions. Update the transit profile once to apply the change across all relevant booking forms, then revert it when conditions improve.
Troubleshooting
No available times are showing
If customers don't see any available booking times, the transit criteria might be too restrictive:
- Check if the maximum driving distances are too short
- Verify that resources have their base addresses configured correctly
- Ensure operable postal codes are set up if "Resource's operable postal codes only" is enabled
Wrong resources are being suggested
If the system suggests resources that shouldn't be available:
- Verify the transit profile selected on the booking form is correct
- Check that the "Max. driving in between events" setting accounts for travel between appointments
- Ensure resource base addresses are accurate
Can't delete a transit profile
Transit profiles that are in use cannot be deleted. Check the "Used by" column to see which booking forms are using the profile, then either:
- Assign a different transit profile to those booking forms, or
- Disable transit criteria on those booking forms
? Common searches
transit profile setup • driving criteria configuration • travel time limits • booking form transit • service area management
? Also known as
travel configuration • driving rules • transit settings • service radius • coverage area
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