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Appointment booking

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Appointment booking

Create time windows for offered services that customers and employees can use to book service appointments.

With the appointment booking feature, customers can view available appointment windows, make a selection, and book a service appointment from the service portal. Agents and dispatchers can also book appointments on behalf of customers. Booking an appointment creates a work order and one or more work order tasks, depending on the type of service. Booked appointments can be rescheduled and cancelled within time constraints identified in the configuration.

Appointment booking requires configuration at both the application level and the service level. One configuration is required for the application, which is provided for Field Service Management. This configuration contains settings that apply to all of the services within the application that support appointment booking.

A separate configuration is required for each of the services within the application that offer scheduled appointments. A service configuration includes settings that apply only to that specific service. Both the application configuration and the service configuration must be active to book appointments.