How to schedule an appointment on behalf of someone from the HR Agent workspace?

miro2
Mega Sage

Hi,

 

Is there an option for an agent to book an appointment on behalf of someone from the HR Agent Workspace?
I know this can be done from the portal when I enable appointment delegation in the Walk-up Location Queue.

 

I want to set it up the same way it’s configured in the portal so that it works in the HR Agent Workspace.


Walk-up Location Queue config:

miro2_0-1753783395666.png

Portal:

miro2_1-1753783445690.png

 

I know there’s also a 'Book Walkup Appointment' UI action available on the Incident table. If I could use a similar OOB option in the HR Agent Workspace list, that would be great.

miro2_2-1753784191946.png

 

miro2_3-1753784240076.png

 



0 REPLIES 0