Create or modify an application configuration for Appointment Booking

Set up an application configuration to manage appointment booking settings across all services within your application. You can either create a new configuration or modify an existing one provided by Field Service Management.

Before you begin

Role required: appointment_booking_admin

About this task

Field Service Management provides default application-level configurations:

• Field Service Order Configuration (for work orders)
• Field Service Task Configuration (for work order tasks)

For example, if you create application configuration for the table Work Order [wm_order], these appointment booking configurations are applied to all the work orders. You can modify these default configurations or use them as templates to create new configurations.

Procedure

1. Navigate to All > Appointment Booking > Appointment Booking Configuration.
2. Perform one of the following actions:

   • Select New to create a new configuration.

   • Click the name of an existing configuration to modify it.

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	The settings are applied and appointments are created for the tasks in the selected table. The Work Order [wm_order] table is the default table for the Field Service Order Configuration.
   Availability Method	Use one of the methods to determine appointment availability at the application-level. You can choose the availability method depending on the Field Service Management configuration setting in the Assignment method for tasks field of Global domain configurations. The available methods are: Number of appointments per slot: Sets a fixed number of available appointments per time slot. Recommended if task assignment is manual. Scripted: Dynamically calculates availability of technicians using customized scripts. Recommended if auto-assignment or dynamic scheduling is used. This is the default setting. Based on capacity: Calculates availability based on the capacity defined in the capacity management settings. For more information, see Create a capacity assignment This option is available when the Task Table is selected as work_order and Field Service Capacity and Reservations Management plugin is installed. For more information on appointment availability methods, see Learn about appointment availability settings.
   Advanced Calendar view for Portal	Select to activate the configuration and enable appointment booking.
   Active	Activates the application configuration and enables appointment booking.
   Auto acceptance	Automatically accepts tasks assigned through appointment booking, overriding the manual accept/reject requirement of the task-driven process lifecycle. 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.
   Calendar View	Display available appointments in the Select Appointment window on the Customer or Consumer Service Portal for a single day or for a week. The available options are: Day: Displays the available appointments for the day. Week: Displays the available appointments for the entire week.
   Script	The script used to determine the number of available appointments.

4. Click Submit.

Result

The application configuration is created or modified. Appointment booking settings defined apply to all services associated with the selected task table.

What to do next

Create service configurations for each of the services available to the customers. For more information, see Create or modify an application configuration for Appointment Booking.