Reschedule an appointment with Conversational Appointment Booking

As a customer or consumer, reschedule an appointment from the Virtual Agent chat window on the service portal.

Vorbereitungen

Role required: customer, consumer

Warum und wann dieser Vorgang ausgeführt wird

You can only schedule one appointment per location. Only logged-in users can schedule appointments.

Prozedur

1. Navigate to the Customer Service Portal or Consumer Service Portal home page by adding the suffix /csm or /csp to your instance URL.
   For example: https://yourportalurl.com/csm
2. Click the chat icon () to open the chat window and begin a Virtual Agent chat.
3. In the chat window, enter reschedule appointment.
4. Choose the appointment that you want to reschedule.

   Abbildung : 1. Rescheduling an appointment

   

5. Choose a date from the calendar for the new appointment time.

   Abbildung : 2. Choosing a date on the calendar

   

Ergebnisse

The appointment is rescheduled.

Zugehörige Tasks

• Schedule an appointment
• Cancel an appointment