Manage an appointment for a customer

  • Release version: Xanadu
  • Updated September 16, 2024
  • 1 minute to read
  • Dispatchers and agents can book, reschedule, or cancel an appointment for a customer.

    Dispatchers and agents can book, reschedule, and cancel an appointment for a customer from a work order form. Dispatchers and agents can book an appointment for a qualified work order.

    An appointment cannot be rescheduled if the current time is within the reschedule/cancel window specified in the service configuration.