Appointment booking

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Appointment booking enables you to configure, manage and create appointments.

    Appointment booking helps to effectively manage the service requests. With the appointment booking, administrators can configure appointment availability, notifications, and manage appointment slots.

    Customers can view available appointment windows, make a selection, and book service appointments from the service portal. Agents and dispatchers can also book appointments on behalf of customers.

    Appointment booking feature supports manual and dynamic scheduling of the work order tasks.

    Key features

    Key features of appointment booking include:
    • Generate work order and work order tasks for an appointment.
    • Ensure that work orders are completed on time, technicians are efficiently assigned, and customer expectations are met.
    • Enable the use of the appointment booking calendar across all user interfaces, ensuring a consistent and seamless scheduling experience.
    • Recommend slots to customers to ensure optimal scheduling.
    • Appointment booking ensures a smooth workflow by minimizing appointment conflicts.
    • Ensure maximum productivity by configuring the appointment slots based on the task, location, agent availability, and skills.

    Appointment Booking based on Capacity and Reservations Management

    Appointment Booking considers the defined capacity and reservations for a territory or group to show the available slots. For more information, see Learn about appointment availability settings.