Learn about appointment availability settings
Settings in the application configuration determine how the appointment booking feature determines availability.
- Number of appointments per slot
- This method uses a specified number of available appointments per time window. The actual number of appointments is specified in the service configuration. For example, if the administrator specifies 10 appointments
per window, then each appointment window will have 10 available appointments. The number of available appointments for an appointment window decreases by one each time an appointment within that window is booked.Note:
The Appointments per window are shared across different locations in the same time zone.
You can configure the number of available appointments per window for different locations by creating a Service Configuration rule and its Advanced Configuration for each location. Apply conditions by selecting Location as the Task Condition while creating the Service Configuration rule.
- Scripted
- This method uses a script to determine the number of available appointments per time window. The default script included with the Field Service Management application configuration uses the task assignment method set in the Field Service Order configuration or Field Service Task configuration to determine availability. If the task assignment method is set to manual, the availability defaults to the Number of appointments per slot availability method. If the task assignment is set to auto-assignment or dynamic scheduling, the configurations associated with these task assignment methods are considered while calculating availability.
- Based on capacity
- This option is available when Field Service Capacity and Reservations Management plugin is installed, and the Task Table is Work Order or Work Order Task. This method determines appointments based on the capacity and
reservations defined in the capacity management settings. Note:
- The capacity is shared across different cities in the same time zone.
- When the capacity is defined by Agent Schedule and the availability method is set to Capacity Definition, the availability defaults to the Number of appointments per slot availability method.
Excluding days from appointment availability
In the service configuration, the appointment booking administrator can select a schedule of days that are excluded from appointment availability. The Holiday Schedule field is a reference field that points to the Schedules table [cmn_schedule]. Selecting a schedule from the Schedules list defines the days and times to exclude from appointment availability. In the schedule selected, those days must be set to Excluded.