[Resolved] Detailed process for relationship management

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[laurentF]

Good morning,

I read a lot of documentation about relationship but I still need help. Is it possible to provide me the process step by step to achieve what I' to do.

The need :

My client (business owner) would like to manage appointement for his clients (members - not wordpress users). During the appointment, my client will provide one or more service to his client.

The process :

1 – My client creates a new appointement for a given date.
2 – My client assigns the appointement to a given member
3 – My client assigns one or more servicse to the appointement

Of course, the appointement needs to be updatable and delatable.

Thank you.

[Nigel]

Hi Laurent

It seems like you've done all the hard work thinking about this already.

You register three post types:

- member
- appointment
- service

You create a one-to-one relationship between member and appointment post types.

You create a one-to-many relationship between appointment (one) and service (many) post types.

Assuming your user has access to the WordPress admin pages, when they want to create a new appointment, they add a new appointment post as normal, filling in any required fields such as the appointment date/time. They publish the appointment post.

Once it is published they can then connect an existing member post, and as many services as are relevant, at the bottom of the appointment post edit screen.

Or is it a requirement that they do this with a front-end form?