Configure excluded hours for Walk-up Experience appointment booking

Using the Appointment Booking application, you can specify excluded appointment hours in the schedule for your Walk-up Experience location.

Before you begin

Role required: appointment_booking_admin or admin

About this task

Configure your Walk-up Experience location to exclude certain hours of operation from users scheduling appointments. For example, you can set the appointment booking availability schedule to run from 8:00 a.m. to 5:00 p.m., Monday through Thursday. On Friday, you can schedule the appointment booking availability from 8:00 a.m. to 2:00 p.m. You can also completely remove appointment booking for a specific day of the week, for example, Mondays or Friday.

Reconfigure the Holiday Schedule field on the Appointment Booking Service Configuration form for your walk-up location to use a custom Off hours schedule instead of the default holidays schedule.

Procedure

1. To create a schedule to exclude your unavailable appointment booking hours, navigate to Walk-up Experience > Administration > Schedules.
2. Select New.
3. Provide a name for your schedule, for example, Off hours schedule.
4. Add a description, if desired.
5. Select Submit.
6. In the Schedules list, search by Name for the new Off hours schedule record.
7. Select Off hours schedule to open the record.
   Use the Schedule Entries related list to create two separate excluded hours schedule entries, one for Friday off hours and one for Weekday off hours.

   

8. Select New in the Schedule Entries related list to create Friday off hours.

   You will configure Fridays to exclude all appointments after 1:00 p.m.

   

9. Select Update to save your changes.
10. Add the U.S. Holidays default off-hour schedule as a child schedule to the Off hours schedule.
    1. Click the Child Schedules related list.
    2. Click Edit and use the slush bucket to move the U.S. Holidays schedule into the Child Schedules List for the Off hours schedule.
       Adding the U.S. Holidays schedule as a child ensures that all holidays are excluded from appointment booking and overrides the Off hours schedule configurations for holidays.

       Note:

       The U.S. Holidays schedule is the default off-hours schedule for the United States. Default off-hours schedules will differ depending on your location.
    3. Click Save.
11. Click Update to save the Off hours schedule record.
12. Next, to configure your walk-up location to use the Off hours schedule, navigate to Appointment Booking > Appointment Booking Configuration.
13. Select Walk-up Experience and then the walk-up location you want to reconfigure, for example, San Diego Tech Lounge.

    

14. In the Holiday Schedule field, change the default, base system schedule value to Off hours schedule, using the list search icon.
15. Click the Daily Schedule tab to configure the daily start and end times for the walk-up location.
    For this location, the hours of operation begin at 8:00 a.m. and end at 5:00 p.m. (17:00), Monday through Friday.

    

16. Select Update to save your changes.
17. To verify the hours you want excluded from appointment booking are unavailable, navigate to Self-Service > Walk-up Check-in.
18. Select the walk-up location with the excluded hours you want to verify.

    

19. Select Schedule an appointment.
20. Click the calendar icon to view the available appointment times for the walk-up location.
    The appointment schedule reflects the excluded hours you configured by using the Off hours schedule. Scroll down in the Select Appointment window to view the end times.