Create an appointment reason

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a reason that employees can use to book an appointment.

    Vorbereitungen

    Role required: sn_hr_core.walkup_admin, sn_walkup.walkup_manager

    Prozedur

    1. Navigate to All > Employee Center > Appointment Booking > Appointment Reasons.
    2. On the Walk-up Reasons for Visit list, select New.
    3. On the form, fill in the fields, then save the record.
      Tabelle : 1. Walk-up Reason for Visit form
      Field Description
      Reason Title for the reason. The title is displayed in the list of reasons while booking an appointment on the Employee Center.
      Active Option to activate the reason record.
    4. On the Available for related list, select the users or roles who must have access to the appointment reason.
      You can also use the Not available for list to select the users or roles who must not have access to the reason.

    Nächste Maßnahme

    Add the reasons to the walk-up location queue that you want to use for appointment booking. For more information, see Create or modify Walk-up Experience locations.