Create appointment booking advanced configuration

Create advanced appointment schedules to offer customers specific time slots—like Morning, Afternoon, and Evening—for scheduling appointments. Advanced schedules let you customize availability to meet unique business needs.

Before you begin

Role required: sn_apptmnt_booking.appointment_booking_admin

Ensure you have already enabled the Advanced Configuration option in the service configuration and created a service configuration rule.

About this task

For each service, you can define multiple advanced schedules that override the default availability, based on conditions specified in service configuration rules.

Procedure

1. Navigate to All > Appointment Booking > Appointment Booking Configuration.
2. Select the desired configuration.
   • To configure different appointment schedules for work orders, select Field Service Order Configuration
   • To configure different appointment schedules for work order tasks, select Field Service Task Configuration
3. In the Appointment Booking Service Configuration related list, click a service configuration to which you want to configure different appointment schedules.
4. Select Enable advanced configurations check box if not already selected.
5. In the Advanced Configurations related list, click New.
6. On the form, fill in the fields.

Table 1. Advanced Configuration form

Field	Description
Name	Descriptive name of the configuration, such as Morning, Afternoon, or Evening.
Active	Option to activate the advanced schedule.
Start date	Start date of the appointment booking window.
End date	End date of the appointment booking window.
Daily start time	The start of the work day and the earliest start time for an appointment window.
Daily end time	The end of the work day and the latest end time for an appointment window.
Bookable days	The days of the week for which appointments can be booked. The default is Monday through Friday.
Service configuration	The name of the service configuration for which you are scheduling configurations on an advanced level, for example, Point-of-Sale Installation. Note: The Point-of-Sale Installation is available only for the Field Service Order Configuration.
Rule	The name of the service configuration rule based on which you are scheduling configurations on an advanced level.
Work duration	Estimated time needed to complete the tasks created by the record producer. Work duration for a task is set when the task is created and is used to determine the availability.
Travel Duration (round trip)	Average round-trip travel time for the assigned agent. Travel Duration is used to determine availability. The default time is 15 minutes.
Appointment window	Duration of each appointment slot. Note: Allow enough time for the work to be started and completed within this window.
Appointments per window	Number of appointments available per slot. Applicable primarily for manual task assignment method. This number determines the available appointments that are displayed on the Select Appointment window. If the task assignment method is either auto-assignment or by dynamic scheduling, this setting does not apply unless you provide a location. The configuration defaults to the number of appointments per window if the location is not provided.
Include daily break	Enable to schedule a consistent daily break period. Select the break start time and end time. You can define one break which applies to all the days.
Appointment booking preview	Provides a preview of the appointment windows and times based on the selected start and end times, break time, and appointment window.

7. Click Submit.

Result

The advanced appointment schedule is active. Customers can select specific time slots such as morning, afternoon, or evening appointments based on this configuration.