Manage Appointment Slots

Use appointment slots to assign a specific start time to a task when a customer books an appointment.

Configure appointment slots for a task type

Go to Settings > Work order settings > Appointment windows.
Select the task type you want to configure.
From Appointment booking mode, select Appointment slots.
Enter a Slot duration.
Select Appointment booking start time and Appointment booking end time.
Enter Default lead time (days).

Defines the minimum number of days between task creation and an appointment.
Enter Default maximum booking horizon (days in advance).

Defines how far into the future customers can book appointments, independent of SLA configuration.
Select Save.

Add appointment slot rules

Use appointment slot rules to adjust appointment availability for specific regions or priorities. For example, a region with longer travel times may require longer appointment slots.

Select Settings > Work order settings > Appointment windows > Add new.
From Rule type, select Region or Priority.
Select the regions or priorities that should use the rule.
Select Save.