View or modify a Walk-up Experience appointment booking configuration

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • View the base system default appointment booking configuration to determine if the criteria meets your walk-up appointment booking requirement. You can modify the configuration to manage appointment booking. The information stored in the Walk-up Experience appointment booking configuration applies to all the services within the application.

    Before you begin

    Role required: sn_csm_walkup.walkup_admin

    About this task

    The Walk-up Experience configuration is provided with the Appointment Booking feature.

    Procedure

    1. Navigate to All > Appointment Booking > Appointment Configurations.
    2. To view the Walk-up Experience configuration, click the configuration name.
    3. In the Appointment Booking Configuration form, view 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 Appointments are created for the tasks in the selected table. The Walk-up Appointment [wu_appointment] table is the default table for the Walk-up Experience configuration.
      Availability Method Use one of two methods to determine appointment availability.
      • Number of appointments per slot: Define a specific number of appointments per time slot. Use this method if the task assignment is set to manually which is the default setting.
      • Scripted: Use this configuration setting to determine availability if the task assignment method is set to using auto assignment or dynamic scheduling.
      Active Activates the application configuration and enables appointment booking.
      Auto acceptance If the application 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.
      Portal View Display available appointments for a single day or for a week on the online Self Service Walk-up Check-in portal or from the Service Portal.
    4. Click Submit.