Book an appointment for existing work orders and work order tasks
Book an appointment for an existing work order or work order task from either the Customer or the Consumer Service Portal.
Before you begin
Role required: appointment_booking_user
Setup the Field Service Order Configuration to book an appointment for work orders and Field Service Task Configuration to book an appointment for work order tasks. For more information, see Configuring Appointment Booking.
About this task
Procedure
- Log in to the Customer or Consumer Service Portal.
- In the portal header, click .
- Select the work order or work order task from the list.
- In the related list, select the work order or work order task number for which you would like to book an appointment.
- Use the appointment booking widget to schedule an appointment.
Result
When work order task is accepted by the assigned technician, customer receives SMS and email notification that their appointment is confirmed.