Book, reschedule, and cancel appointments for available services.

With the Appointment Booking feature, customers can view available appointment windows, make a selection, and book a service appointment from the service portal.

Agents and dispatchers can also book appointments on behalf of customers. Booking an appointment creates a work order and one or more work order tasks, depending on the type of service. Booked appointments can be rescheduled and canceled within the time constraints identified in the configuration.

The system factors in capacity and reservation rules from the Capacity Management module as it presents available slots for booking new appointments or rescheduling existing ones. For more information, see Capacity and Reservations Management.