Create or modify an appointment booking application configuration
Create or modify an appointment booking configuration for an application. The information stored in this configuration applies to all the services within that application.
Before you begin
Role required: admin
About this task
The Field Service Configuration is provided with the appointment booking feature.
Procedure
- Navigate to All > Appointment Booking > Appointment Booking Configuration.
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To create a new configuration, click New.
To modify a configuration, click the configuration name.
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In the Appointment Booking Configuration form, fill in or modify the following
fields as needed.
Table 1. Appointment booking application configuration fields Field Description Name The name of the application configuration. Task Table Appointments are created for the tasks in the selected table. The Work Order [work_order] table is the default table for the Field Service Configuration. Availability Method Use one of the methods to determine appointment availability. The selection depends on the Field Service Management configuration setting in the Assignment method for tasks field: - Number of appointments per slot: Define a specific number of appointments per time slot. Use this availability method if the task assignment method is set to manually.
- Scripted: Use the Field Service Management configuration setting to determine availability if the task assignment method is set to using auto assignment or dynamic scheduling. This is the default setting.
- Based on capacity: Determine appointments based on the capacity defined in the capacity management settings. For more information, see Assign work to field service agents based on the defined capacity
This option is available when the Task Table is selected as work_order and Field Service Capacity and Reservations Management plugin is installed.
Advanced Calendar view for Portal Option to display advanced calendar view for available appointments in the Select Appointment window on your portal. This view displays appointments categorized in different time slots of the day, such as Morning, Afternoon, and Evening. Active Activates the application configuration and enables appointment booking. Auto acceptance If the Field Service Management configuration setting for Process lifecycle is set to task-driven, an agent must accept or reject an assigned task. Enable the Auto acceptance check box to override this configuration setting for appointment booking. Portal View Display available appointments in the Select Appointment window on the Customer or Consumer Service Portal for a single day or for a week. Script The script used to determine the number of available appointments. - Click Submit.