Appointment booking components

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Appointment Booking Components

    The Appointment Booking feature in ServiceNow's Field Service Management plugin allows users to manage and configure appointment bookings efficiently. Activated automatically with the Field Service Management plugin, it provides essential functionalities for creating and managing appointments across services.

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    Key Features

    • Appointment Booking Menu: Accessible in the application navigator, it includes modules for configuration and management.
    • Roles: Three roles are defined:
      • Appointment booking admin: Responsible for creating service configurations.
      • Appointment booking manager: Manages appointment records.
      • Appointment booking user: Books, reschedules, and cancels appointments.
    • Properties: Several system properties are included to manage appointment limits, display options, and logging settings, such as maximum daily appointments and fetching availability slots.
    • Tables: New tables are added for storing configurations and appointment records, including Service Configuration and Appointment Bookings tables.

    Key Outcomes

    By utilizing the Appointment Booking feature, ServiceNow customers can streamline their appointment management process, set specific limits on user bookings, and maintain effective oversight of service appointments. This results in improved resource allocation, reduced scheduling conflicts, and enhanced customer satisfaction through better service delivery.

    The roles, properties, and tables for the appointment booking feature.

    The Appointment Booking plugin (com.snc.appointment_booking) is activated automatically when you activate the Field Service Management plugin.

    This plugin activates the Appointment Booking Demo Data (com.snc.appointment_booking_demo) plugin which provides the demo data.

    Appointment booking adds the Appointment Booking menu to the application navigator and the following modules:
    • Appointment Booking Configuration: Use this module to create an appointment booking configuration for an application and then configurations for each service within that application.
    • Appointment Bookings: Use this module to view a list of appointments that have been booked for services. This list includes the work orders associated with each appointment.

    Roles

    Appointment booking adds the following roles.
    Table 1. Roles in Appointment booking
    Role Description
    Appointment booking admin

    [sn_apptmnt_booking.appointment_booking_admin]

    Creates appointment booking configurations for services within an application.
    Appointment booking manager

    [sn_apptmnt_booking.appointment_booking_manager]

    Creates and updates appointment booking records.
    Appointment booking user

    [sn_apptmnt_booking.appointment_booking_user]

    Books appointments for services from the Customer or Consumer Service Portal. This user can also reschedule or cancel appointments and view appointment details.

    Properties

    Appointment booking adds the following properties.
    Table 2. Properties installed with Appointment booking
    Property Description
    sn_apptmnt_booking.user_max_new_appointments_daily The maximum number of appointments that a user can create daily. The upper limit is 100 appointments per day.
    • Type: Integer
    • Default value: 100
    • Location: System Properties list
    sn_apptmnt_booking.max_appointments_returned The maximum number of appointment availability windows displayed in the Select Appointment window.
    • Type: Integer
    • Default value: 100
    • Location: System Properties list
    sn_apptmnt_booking.return_unavailable_slots Disabling this property enables you to display only available slots in the appointment window for appointment booking.
    • Type: True/False
    • Default value: true
    • Location: System Properties list
    sn_apptmnt_booking.DisableLockingOnBRLevel Allows you to specify tables where locking is managed differently to prevent double bookings when booking appointments. Enter a list of these tables, separated by commas, to disable lock validation at the business rule level.
    • Type: String
    • Default value: (blank)
    • Location: System Properties list
    sn_apptmnt_booking.DisableMaxApptLimitForUsersList Stores a list of users (sys_ids) who are allowed an unlimited number of appointments per day.
    • Type: String
    • Default value: (empty)
    • Location: System Properties list
    sn_apptmnt_booking.fetch_next_available_slot Toggle the flag to enable or disable fetching the next available slot on opening the new Appointment Booking modal.
    • Type: True/False
    • Default value: false
    • Location: System Properties list
    sn_apptmnt_booking.logging.verbosity Control users logging for Appointment Booking.
    • Type: Choice list
    • Default value: error
    • Location: System Properties list
    sn_apptmnt_booking.SingleConcurrentLockAppointmentConfigs List of tables where Appointment Booking only allows one lock per time slot. Multiple concurrent locks are not supported for these tables.
    • Type: String
    • Default value: wm_order,wm_task
    • Location: System Properties list
    sn_apptmnt_booking.use_read_replica_from_ui Creates a read replica of the Appointment Bookings (sn_apptmnt_booking_appointment_booking) table when triggered from the UI.
    • Type: True/False
    • Default value: true
    • Location: System Properties list
    sn_apptmnt_booking.use_task_activity_catalog Enables the use of the column activity_catalog created on task_activity for querying (filters the task activities for a work order task based on appointments). ServiceNow recommends not to modify the value of the property as it affects performance of Appointment Booking.
    • Type: True/False
    • Default value: true
    • Location: System Properties list

    Tables

    Appointment booking adds the following tables.
    Table 3. Tables installed with Appointment booking
    Table Description
    Appointment Booking Service Configuration

    [sn_apptmnt_booking_service_config]

    Stores service configuration records for appointment booking.
    Appointment Booking Configuration

    [sn_apptmnt_booking_config]

    Stores application configurations records for appointment booking.
    Appointment Bookings

    [sn_apptmnt_booking_appointment_booking]

    Stores records for all appointments, including booked, rescheduled, and canceled appointments.