Create appointment booking service configuration rules

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Configure appointment booking rules for a service configuration, for example, Point-of-Sale-Installation, to enable varying duration of appointments for this service.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Appointment Booking > Appointment Booking Configuration.
    2. Click Field Service Configuration.
    3. In the Appointment Booking Service Configuration related list, click a service configuration to which you want to add rules.
    4. Select Enable advanced configurations check box if not already selected.
    5. In the Service Configuration Rules related list, click New.
    6. On the form, fill in the fields.
      Table 1. Service Configuration Rule form
      Field Description
      Name Name of the service configuration rule.
      Service Configuration The name of the service for which you are configuring rules. This field is automatically set to the name of the service configuration, for example, Point-of-Sale Installation.
      Task Table Table where appointment booking rules are created for the service configurations. The field is automatically populated with Work Order [wm_order] table for configuring service rules.
      Task Conditions Apply conditions to help determine the best matched appointment slot for a service provided to the customer.
      Lead time Number of hours or days from the current time after which an appointment can be booked based on this service configuration rule. Define the lead time in hours or days. The default is four hours.
      Reschedule/Cancel by time The number of hours or days prior to an appointment start time that are required for an appointment to be canceled or rescheduled. The default is 4 hours.
      Note:
      The Cancel button is not available within this number of hours.
      Dedicated appointments per slot An option to make it mandatory to include a certain number of appointments in each slot.
      Active Option to set the application service configuration rule.
      Order Order in which the service configuration rule must be executed. A rule with a lesser order is executed first.
      Max bookable days in future Number of days in advance of the current day for which an appointment can be booked for this service. The default is 14 days.
      Appointments per window Number of available appointments for each configured appointment time slot. This number determines the number of available appointments that are displayed on the Select Appointment window. Enter a number in this field if the assignment method for tasks is set to manually. If set to either using auto-assignment or using dynamic scheduling, this setting does not apply, unless a location is not provided. Then the configuration defaults to the number of appointments per window.
    7. Click Submit.

    Result

    The service configuration rules are configured and provides varying duration of appointments for the service.