Schedule an appointment with Conversational Appointment Booking

As a customer or consumer, schedule an appointment from the Virtual Agent chat window on the service portal.

始める前に

Role required: customer, consumer

このタスクについて

You can only schedule one appointment per location. Only logged-in users can schedule appointments.

手順

1. Navigate to the Customer Service Portal or Consumer Service Portal home page by adding the suffix /csm or /csp to your instance URL.
   For example: https://yourportalurl.com/csm
2. Select the chat icon () to open the chat window and begin a Virtual Agent chat.
3. Enter schedule appointment.

   図 : 1. Start scheduling an appointment

   

4. Choose a date from the calendar.

   図 : 2. Choosing a date from the calendar

   

タスクの結果

The appointment is scheduled and the chat is complete.

図 : 3. Finished scheduling an appointment

関連タスク

• Reschedule an appointment
• Cancel an appointment