Activate and configure appointment booking reminders for Walk-up Experience

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure scheduled appointment reminders for Walk-up Experience users. Reminders ensure users attend appointments in a timely manner or reschedule or cancel an appointment if they can no longer attend.

    Before you begin

    Role required: admin or sn_csm_walkup.walkup_admin

    About this task

    In order for appointment booking reminders to operate, you must activate the Appointment Booking Reminders Scheduled Job, which is not active by default. In addition, the Appointment reminder field does not appear on the Appointment Booking Service Configuration form by default. You must add it to the form and configure reminders. Reminders are inactive unless a configuration is set.

    Procedure

    1. To activate the Appointment Booking Reminders Scheduled Job, navigate to System Definition > Scheduled Jobs.
    2. Search for Appointment Booking Reminders by name and click to open.
    3. Click the Active field to activate the scheduled job.
    4. Click Update.
    5. To add the Appointment reminder field to the Appointment Booking Service Configuration form, navigate to Walk-up Experience > Administration > Appointment Configurations.
    6. Select a Walk-up Experience service configuration from the list.
      The system opens an Appointment Booking Service Configuration form.
    7. Click the menu button ( Menu icon.) and scroll to Configure > Form Layout.
    8. Select Appointment reminder from the Available list and move it to the Selected list using the add button.
    9. Click Save.
      The Appointment Booking Service Configuration form displays with the Appointment reminder field.
    10. To configure an appointment reminder, choose an amount of time, in hours, from the Appointment reminder field drop-down list.
      The hour or hours you choose represents the amount of time before a scheduled appointment that you want to send a reminder, for example, 2 hours before a scheduled appointment.
    11. Click Update to add the appointment reminder configuration.