Map category and reasons to a location

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use the Unified Taxonomy for Employee Center to create appointment categories to group appointment reasons and map them to location queues.

    Antes de Iniciar

    Ensure that you have created the following records:

    Role required: sn_hr_core.walkup_admin, sn_walkup.walkup_manager

    Procedimento

    1. Navigate to All > Walk-up Experience > Administration > Walk-up Locations.
    2. On the Walk-up Location Queues list, select the record that you want to add the category to.
      Nota:
      To display the Topic and Location consent fields, change the view to Appointment Booking.
      View options for the Walk-up Location Queue form. The Walk-up option is currently selected and the Appointment Booking option is highlighted.
    3. In the Topic field, select the taxonomy topic that you want to set as the category.
      Nota:
      As an admin, you can disable the category field on the schedule appointment page by using the instance options.
    4. In the Location consent field, select the location consent record that you want to set for the location.
    5. Save the record.
      Nota:
      The category and reasons are displayed in the application that is selected for the walk-up location record.
      The taxonomy topic and location consent are linked to the walk-up location. The topic is displayed as a category when a user wants to book an appointment.
    6. On the Reasons for Visit related list, select New.
      The Walk-up Reason form opens. The Location Queue field is automatically set to the record that you navigated from.
    7. In the Reason field, select the appointment reason that you want to link to the location queue.
      You can fill in the remaining fields based on your preference.
    8. Save the record.
      The reason record is created and linked to the walk-up location.