How to display the appointment time slots based on the reason for visit

vamsisai
Tera Guru

Hi All, 

 

Could any one please share the details on how to configure and display specific timeslots based on the reason for visit?

vamsisai_0-1704724963127.png

 

Thank you for your time. 

 

Regards,

Vamsi 

1 ACCEPTED SOLUTION

JaeggerLegane13
Mega Guru

I suspect that you want to configure different timeslots per reason for visit?
You'll need to configure variable timeslots.

Summarized these are the steps:
1. In filter navigator search for "Appointment Configurations" and open the related config
2. Tick the checkbox "Enable advanced configurations"
3. On the above form view, go to related list "Service Configuration Rules":

JaeggerLegane13_0-1704730437209.png

4. Create a rule for each reason for visit where you want a different timeslot
5. Go to the related list "Advanced configurations" and configure a record for each rule.
Example:

JaeggerLegane13_1-1704730513970.png

6. Now you'll need to map the reason for visit with these rules.
In filter navigator, go to "Walk-up Locations" and open the related location.

7. Go to the related list "Reasons for Visit" and map each rule with the different reasons for visit:

JaeggerLegane13_2-1704730711294.png

 

Hope that was helpful for you, if so, feel free to hit the thumbs up!

 

 




View solution in original post

15 REPLIES 15

JaeggerLegane13
Mega Guru

I suspect that you want to configure different timeslots per reason for visit?
You'll need to configure variable timeslots.

Summarized these are the steps:
1. In filter navigator search for "Appointment Configurations" and open the related config
2. Tick the checkbox "Enable advanced configurations"
3. On the above form view, go to related list "Service Configuration Rules":

JaeggerLegane13_0-1704730437209.png

4. Create a rule for each reason for visit where you want a different timeslot
5. Go to the related list "Advanced configurations" and configure a record for each rule.
Example:

JaeggerLegane13_1-1704730513970.png

6. Now you'll need to map the reason for visit with these rules.
In filter navigator, go to "Walk-up Locations" and open the related location.

7. Go to the related list "Reasons for Visit" and map each rule with the different reasons for visit:

JaeggerLegane13_2-1704730711294.png

 

Hope that was helpful for you, if so, feel free to hit the thumbs up!

 

 




Hi,

 

Thank you for the detailed post. I've followed all the instructions and created the Service configuration rules and Advanced configurations but I couldn't able to see the newly created appointment booking configuration rule for the specific reason. Is there any place do i need to configure something?

 

Thank you for your time on this. 

 

Regards,

Vamsi 

Thank you again for the detailed explanation. I'm able to block the timeslots based on the reason for visit. 

 

vamsisai_0-1704736972994.png

Regards,

Vamsi 

 

I have made the changes but i am unable to unable to see the booking times. Also my select an appointment is opening for the walkup location which i have changed. i am able to see for other walkup location. can you please let me know if we need to make any other changes

@JaeggerLegane13 @Anurag Tripathi can you please have a look at this question.