Create or modify an appointment booking application configuration

Create or modify an appointment booking configuration for an application. The information stored in this configuration applies to all the services within that application.

Before you begin

Role required: admin

About this task

The Field Service Configuration is provided with the appointment booking feature.

Procedure

  1. Navigate to Appointment Booking > Appointment Booking Configuration.
  2. To create a new configuration, click New. To modify a configuration, click the configuration name.
  3. In the Appointment Booking Configuration form, fill in or modify the following fields as needed.
    Table 1. Appointment booking application configuration fields
    Field Description
    Name The name of the application configuration.
    Task Table Appointments are created for the tasks in the selected table. The Work Order [work_order] table is the default table for the Field Service Configuration.
    Availability Method Use one of two methods to determine appointment availability. The selection depends on the Field Service Management configuration setting in the Assignment method for tasks field:
    • 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.
    • Scripted: Use the Field Service Management configuration setting to determine availability if the task assignment method is set to using auto assignment or dynamic scheduling. This is the default setting.
    Active Activates the application configuration and enables appointment booking.
    Auto acceptance If the Field Service Management 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 Display available appointments in the Select Appointment window on the Customer or Consumer Service Portal for a single day or for a week.
    Script The script used to determine the number of available appointments.
  4. Click Submit.