Create a record producer to capture Walk-up Experience appointment records

Capture Walk-up Experience appointment records by creating unique record producers for your individual walk-up locations. The Appointment Booking Service Configuration form contains required fields that refer to variables in the associated record producer.

Before you begin

Role required: appointment_booking_admin or admin

About this task

In order to properly configure your walk-up location services for appointment booking, you must first create a unique record producer for each walk-up location. You must also add variable sets to the record producer. By creating the unique record producer with appropriate variable sets, you can capture all your walk-up appointment records for each location.

Procedure

1. Navigate to All > Service Catalog > Record Producers.
2. Click New to open the Record Producer New Record form.
3. Provide a unique name for the record producer in the Name field.
4. Search for and select Walk-up Appointment [wu_appointment] in the Table name field.
5. Provide a short description for added detail.
6. Click Submit.
7. Return to the Record Producers list and search for your newly created record producer.
8. Click to open your newly created record producer.
9. Scroll down the form and click to open the Variable Sets tab.
10. Select Edit to add the appropriate variable sets to the record producer.
11. Select and add the following variable sets to the record producer using the add button: sn_appointment_variable_set and sn_walkup_variable_set.
12. Click Save.