Configure advanced appointment scheduling for a center

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Configure advanced appointment scheduling for a center. Advanced appointment scheduling enables you to configure different vaccination schedules, weekly, daily, and more, and the capacity to meet the changing needs of different location centers and programs.

    Before you begin

    Navigate to Vaccine Administration Management > Administration > Properties, and make sure that the Enable Vaccine Administration Management location specific Appointment Configuration property (sn_vaccine_sm.enable_vam_appointment_config) is selected.
    Warning:
    Once you have enabled the property and your advanced appointment scheduling configurations are live, avoid disabling the property to help prevent any data inconsistencies.

    Role required: sn_vaccine_sm.admin

    About this task

    Configure advanced appointment scheduling for a center. You can create appointment configurations for use at a specific location or for reuse across multiple location centers and programs.

    For each appointment configuration, you can create one or more vaccination schedules to configure the daily start and end time. You can configure the days that appointments can be booked, the inclusion of a daily break, and more. Appointment configurations apply for both self-scheduled and mass-booked appointments.

    Important:
    When you enable this feature, it replaces the default appointment scheduling configuration that is applied across all centers. For further information about the default configuration, see Configure vaccine appointment scheduling.

    Procedure

    1. Navigate to Vaccine Administration Management > Administration > Programs.
    2. Open a program record.
    3. In the Center related list, click the preview icon (Preview icon.) to open the program center record.
    4. In the Appointment configuration field, click the lookup icon (Lookup icon.).
    5. Click New.
    6. On the form, fill in the fields.
      Table 1. Vaccination Appointment Configuration form

      Field

      Description

      Name

      Name of the appointment configuration.

      Description

      Description of the appointment configuration.

      Holiday schedule

      Holiday schedule to associate with the appointment configuration.

      Appointment duration

      Appointment duration for the appointment configuration, which can range from 10 minutes to 8 hours.

      Lead time

      Time after which the first available appointment slot is shown to the user. For example, say that the lead time is four hours. If the current time is 7 AM, then the next available slot that the user would see would be for 11 AM.

      Future bookable max days

      Range of days that the user can view available slots to book their appointment. For example, say that the value is 14 days. When the user is scheduling the appointment, the user sees available slots for the next 14 days.

      Reschedule/Cancel by time

      Time until the user can reschedule or cancel the appointment. For example, say that the value is six hours. If the appointment is scheduled for Monday at 3 PM, then the user must reschedule or cancel the appointment by 9 AM that same day.

      Active

      Option to activate the appointment configuration for use. If enabled, then the appointment configuration applies for both self-scheduled and mass booked appointments.

      Note:
      Only one appointment configuration can be active at a time.
    7. Select and hold (or right-click) the form header and click Save.
    8. In the Vaccination Schedules related list, create one or more vaccination schedules for the appointment configuration.
      1. Click New.
      2. On the form, fill in the fields.
        Table 2. Vaccination Schedule form

        Field

        Description

        Name

        Name of the vaccination schedule.

        Start date

        Start date for the schedule.

        Appointments according to window

        Number of appointments according to window.

        Daily start time

        Daily start time for the schedule.

        Bookable days

        Days that appointments can be booked.

        Include daily break

        Option to include a daily break. If enabled, you can specify the start and end time of the daily break.

        Appointment configuration

        This field is automatically set to the associated appointment configuration record.

        End date

        End date of the schedule.

        Appointment duration

        This field is automatically set to the appointment duration that was set in the associated appointment configuration record.

        Daily end time

        Daily end time of the schedule.

        Appointment booking preview

        Preview of the vaccination schedule.
      3. Click Submit.
      4. Repeat the procedure to create vaccination schedules, as needed.

    What to do next

    Once the configuration is finalized, changing some of the configuration values can have undesired side effects on both existing and future appointment scheduling. For details on how to handle advanced appointment scheduling configurations for a center, see Guidance for configuring advanced appointment scheduling for a vaccination center.