Add selection criteria for an appointment slot recommendation rule

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

    • Enhance appointment booking by adding selection criteria to your recommendation rules. Selection criteria help determine the best appointment slots to recommend to your customers—ensuring optimal scheduling based on factors like proximity, skill availability, or travel time.

    Vorbereitungen

    Role required: appointment_booking_admin

    Ensure a recommendation rule already exists, or create one first.

    Warum und wann dieser Vorgang ausgeführt wird

    By adding selection criterion for an appointment slot recommendation rule, you can
    • Offer customized recommendations based on specific factors, improving their scheduling experience.
    • Automatically prioritize slots based on what matters most, such as minimizing travel or matching customer needs.
    • Adjust how appointment slots are prioritized and displayed to users.

    Prozedur

    1. Navigate to All > Appointment Booking > Recommendation rules.
    2. Select a recommendation rule.
    3. In the Select Criterion module, select New.
    4. On the form, fill the fields.
      Tabelle : 1. Select Criterion
      Field Description
      Criterion Select a criterion to recommend appointment slots.

      Field Service Management provides a default selection criterion Proximate appointments that recommends slots based on the appointment location.

      You can use this criterion or create a new one.

      Hinweis:
      The criterion should be a scripted criterion.
      Matching rule Name of the recommendation rule to which this selection criterion applies.
      Use for
      Select how the criterion should be used.
      • Ranking and Display: Rank and visibly display the criterion.
      • Display Only: Display the criterion without affecting rank.
      • Ranking and No Display: Rank without visibly displaying the criterion.
      Order Order of execution of the selection criterion.
      Ranking Method

      Select how to rank the criteria.

      • More is better: Higher values receive higher rank (for example, more skill matches).
      • Less is better: Lower values receive higher rank (for example, shorter travel time).
    5. Select Submit.

    Ergebnisse

    The selection criterion is added successfully to the recommendation rule.