Passing suite evidence
Calendar event duration
Use the configured duration when placing appointments on the calendar.
From the first booking to the final invoice
Business Suite requirements
Explore the requirements behind appointments, booking, client communications, finances, and shared workspaces. See the expected behavior and the tests that support it.
19 matching requirements · Highlights shown first
Appointments & daily work
Keep appointment times, venues, and preparation steps clear.
Booking & customer intake
Collect service-specific information and preserve accepted policies.
Passing suite evidence
Versioned booking policies
Validate policy settings and protect updates with ownership and version checks.
Clients & communications
Find client records and prepare consistent appointment messages.
Passing suite evidence
Searchable client directory
Search client records and return a consistent company/name order with counts.
Invoices, expenses & mileage
Keep billing changes and travel records consistent.
Passing suite evidence
Invoice adjustments
Apply service discounts, waiting charges, and courtesy adjustments using saved rates.
Shared workspaces & access
Assign seats and apply workspace access rules.
Passing suite evidence
Assignable Business Suite seats
Assign purchased seats without consuming the same assignment twice.
Guided business setup
Resume the setup steps relevant to the chosen workflow.
Passing suite evidence
Canonical setup steps
Map Business Suite setup steps to the settings and interactive milestones they configure.