# NotaryCentral Business Suite requirements ## Appointments & daily work ### Calendar event duration Use the configured duration when placing appointments on the calendar. - Calendar events reflect the selected appointment duration rather than a fixed one-hour block. Evidence: Passing linked suites. ### Appointment location labels Show online sessions and physical venues clearly in appointment details and search. - RON appointments show an online location; in-person appointments show their saved venue. Evidence: Passing linked suites. ### Editable appointment checklists Let a notary view and update the checklist attached to an appointment. - Checklist interactions preserve item state and call the appointment update action. Evidence: Passing linked suites. ## Booking & customer intake ### Versioned booking policies Validate policy settings and protect updates with ownership and version checks. - Invalid rules, another owner’s policy, and stale edits are rejected. Evidence: Passing linked suites. ### Required booking questions Validate required answers, available choices, and numeric answers before saving an intake snapshot. - Missing, unknown, and invalid answers fail; accepted wording and answers retain their order. Evidence: Passing linked suites. ### Accepted policy snapshots Keep the policy text, revision, acceptance time, and deadlines accepted by a customer. - Later policy edits do not change an accepted snapshot; cancellation and no-show boundaries use the saved rules. Evidence: Passing linked suites. ### Set up an embedded booking form Configure embedding for a booking form using an enable switch, the parent website page URL, and an allowed origin. - The booking/calendar settings form submits embedding enablement, a trimmed parent page URL, and a trimmed allowed origin together. - Parent page URLs reject credentials, query strings, fragments, and non-HTTP protocols; allowed origins reject paths. - The settings container calls the update action and navigates back only after success; a failed update keeps the form open. Evidence: Passing linked suites. ## Clients & communications ### Searchable client directory Search client records and return a consistent company/name order with counts. - Search input is trimmed and listing results retain deterministic sorting and counts. Evidence: Passing linked suites. ### Email template previews Preview reusable appointment email templates before using them. - The preview renders the selected template and its configured content. Evidence: Passing linked suites. ### Participant reminders Send participant reminders to signers, witnesses, and interpreters. - The linked reminder suite verifies eligible participant roles and excludes unrelated recipients. Evidence: Passing linked suites. ## Invoices, expenses & mileage ### Invoice adjustments Apply service discounts, waiting charges, and courtesy adjustments using saved rates. - Adjustments enforce ownership and invoice version checks and do not compound on repeated saves. Evidence: Passing linked suites. ### Expense dates and periods Assign new expense dates in the user’s time zone and include the requested end date in searches. - Default dates use the configured zone; expense queries include the end-of-day boundary. Evidence: Passing linked suites. ### Mileage expense estimates Calculate mileage totals and estimated expenses from recorded trip dates and distances. - Calculations apply the rate associated with each trip date and tolerate missing or invalid distance input. Evidence: Passing linked suites. ## Shared workspaces & access ### Assignable Business Suite seats Assign purchased seats without consuming the same assignment twice. - Assignments cannot exceed purchased capacity; existing active assignments are reused and released seats are marked inactive. Evidence: Passing linked suites. ### Paid workspace coverage Grant shared appointment access only when the workspace has active Business Suite coverage. - Inactive, canceled, or unavailable subscription data does not create paid workspace coverage. Evidence: Passing linked suites. ### Workspace MFA policy Let authorized workspace managers require verified second-factor authentication. - The owner must satisfy MFA before enabling it; members without a verified second factor are blocked and policy changes are audited. Evidence: Passing linked suites. ## Guided business setup ### Canonical setup steps Map Business Suite setup steps to the settings and interactive milestones they configure. - Every registered step has metadata and a route; approved setting keys map to the expected setup steps. Evidence: Passing linked suites. ### Relevant setup sequence Calculate the remaining setup sequence from current settings and durable progress. - Completed or already satisfied steps are omitted from the remaining sequence and progress totals. Evidence: Passing linked suites. ### Resume completed setup Recognize setup decisions and settings that have already been completed. - Saved workspace and booking choices and existing invoice configuration prevent redundant setup steps. Evidence: Passing linked suites.