View or modify a Walk-up Experience appointment booking configuration

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

    • View the base system default appointment booking application configuration to determine if the criteria meets your walk-up appointment booking needs. You can modify the application configuration to uniquely manage appointment booking for your experience. The information stored in the Walk-up Experience appointment booking application configuration applies to all the services within the application.

    Antes de Iniciar

    Role required: sn_walkup.walkup_admin or admin

    Por Que e Quando Desempenhar Esta Tarefa

    The Walk-up Experience configuration is provided with the Appointment Booking feature.

    Procedimento

    1. Navigate to All > Appointment Booking > Appointment Booking Configuration.
    2. To view the Walk-up Experience configuration, select the configuration name.
    3. In the Appointment Booking Configuration form, view or modify the following fields as needed.
      Tabela 1. Appointment booking configuration
      Field Description
      Name Name of the application configuration.
      Task Table Table where appointments are created for the tasks. The field is automatically populated with Walk-up Appointment [wu_appointment] table for configuring Walk-up Experience.
      Availability Method Option to determine the appointment availability.
      • Number of appointments per slot: Define a specific number of appointments per time slot. Use this availability method if the task assignment method is set to manually. This is the default setting.
      • Scripted: Use this configuration setting to determine availability if the task assignment method is set to using auto assignment or dynamic scheduling.
      Advanced Calendar view for Portal Option to display advanced view of the calendar for booking an appointment.
      Active Option to activate the application configuration and enable appointment booking.
      Auto acceptance If the application configuration setting for Process lifecycle is set to task-driven, an agent must accept or reject an assigned task. Enable the Auto acceptance check box to override this configuration setting for appointment booking.
      Portal View Displays available appointments for a single day or for a week on the online Self Service Walk-up Check-in portal or from the Service Portal if the walk-up icon is configured there.
    4. Select Submit.