Activate and configure appointment booking reminders for Walk-up Experience

Configure scheduled appointment reminders for Walk-up Experience users. Reminders ensure users attend appointments in a timely manner or reschedule or cancel an appointment if they can no longer attend.

Before you begin

Role required: sn_walkup.walkup_admin or admin

About this task

To operate appointment booking reminders, activate the Appointment Booking Reminders Scheduled Job, since it is not active by default. In addition, the Appointment reminder field does not 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. Navigate to System Definition > Scheduled Jobs.
2. Search for Appointment Booking Reminders by name and select 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.
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. Select Save.
   The Appointment Booking Service Configuration form is displayed with the Appointment reminder field.
10. To configure an appointment reminder, choose time, in hours, from the Appointment reminder field drop-down list.
    The time represents the time before a scheduled appointment that you want to send a reminder. For example, a reminder is sent, two hours before a scheduled appointment.
11. Select Update to add the appointment reminder configuration.