Configure feedback for appointment booking

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create a feedback definition for appointment booking so employees can provide feedback for completed appointments.

    Before you begin

    Role required: sn_hr_sp.esc_admin

    About this task

    The appointment booking experience already contains two feedback definitions for Employee Center Pro and Employee Center Pro Kiosk.

    You can modify the feedback definitions provided with the plugin, or create your own. For more information about the feedback feature, see Integrated experience and service feedback.

    You can modify the number of times a user can submit feedback in a single session by configuring the Overlay session limit field in the feedback configuration. The Overlay session limit value is set to 5 by default. For more information about feedback configurations, see Set up the feedback configuration.

    If you create a custom feedback definition for appointment booking, ensure that you deactivate other feedback definitions that are on the same portal.

    Procedure

    1. Navigate to All > Employee Center > Experience and Service Feedback > Feedback Definitions.
    2. On the Feedback Definitions list, select New.
    3. On the Feedback definition form, enter the following field values.
      Table 1. Field values for appointment booking
      Field Value
      Feedback type Service - workflow
      Widget mode Modal
      Channel Portal
      Portals
      • Employee Center
      • Employee Center Pro Kiosk
      Note:
      You can select one or both portals based on your requirement.
    4. On the Page selection tab, in the Included pages field, select the following pages.
      • my_appointments
      • appointment_details

      You can fill in the remaining fields based on your preference. For a description of the field values, see Feedback definition form.

    5. Save the record.
    6. In the Trigger conditions related list, select New.
    7. On the Trigger condition form, enter the following values.
      Table 2. Field values for appointment booking
      Field Value
      Table Walk-up Appointment [wu_appointment]
      User field Opened by
      Trigger randomly Selected
      Probability (%) 100
    8. In the Repeat Interval field, ensure that all values are set to 00.
    9. In the Condition field, enter the following values.
      Table 3. Condition for appointment booking
      Field Value
      -- choose field -- State
      -- oper -- is
      -- value -- Closed Complete
    10. Save the record.