Activate and configure appointment booking reminders for Walk-up Experience

Configure scheduled appointment reminders for Walk-up Experience users. Reminders ensure that users attend appointments in a timely manner, and if they can't attend then reschedule or cancel an appointment.

Before you begin

Role required: sn_csm_walkup.walkup_admin

About this task

For using appointment booking reminders, you must activate the Appointment Booking Reminders Scheduled Job, which is not active by default. In addition, the Appointment reminder field doesn't appear on the Appointment Booking Service Configuration form by default. You must add it to the form and configure reminders. Reminders are inactive unless a configuration is set.

Procedure

1. To activate the Appointment Booking Reminders Scheduled Job, navigate to System Definition > Scheduled Jobs.
2. Search for Appointment Booking Reminders by name and click to open.
3. Click the Active field to activate the scheduled job.
4. Click Update.
5. To add the Appointment reminder field to the Appointment Booking Service Configuration form, navigate to Walk-up Experience > Administration > Appointment Configurations.
6. Select a Walk-up Experience service configuration from the list.
   The system opens an Appointment Booking Service Configuration form.
7. Click the menu button ( ) and scroll to Configure > Form Layout.
8. Select Appointment reminder from the Available list and move it to the Selected list using the add button.
9. Click Save.
   The Appointment Booking Service Configuration form displays with the Appointment reminder field.
10. To configure an appointment reminder, choose an amount of time, in hours, from the Appointment reminder field drop-down list.
    The hour/hours you choose represents the amount of time before a scheduled appointment that you want to send a reminder for. For example, two hours before a scheduled appointment.
11. Click Update to add the appointment reminder configuration.