Appointment Booking

markdown/field-service-management/appointment-booking · 17 files

Name	Size
Book an appointment appointment-booking-book-appt-UI.md Book an appointment for a service from either the Customer or the Consumer Service Portal.	2.8 KB
Book appointment-booking-book-appt.md Dispatchers and agents can book appointments for customers.	3.0 KB
Cancel appointment-booking-cancel-appt.md Dispatchers and agents can cancel appointments for customers.	1.5 KB
Reschedule appointment-booking-resched-appt.md Dispatchers and agents can reschedule appointments for customers to dispatch agent to address the customer issue based on rescheduled time slot.	2.5 KB
View work order and appointment details appointment-booking-view-details.md View a list of appointments for the current user on the Customer or the Consumer Service Portal and select an appointment to view the work order details.	1.3 KB
Book an appointment for existing work orders and work order tasks appt-booking-book-appt-UI-wo.md Book an appointment for an existing work order or work order task from either the Customer or the Consumer Service Portal.	1.8 KB
Cancel an appointment appt-booking-cancel-appt-UI.md Cancel a service appointment from either the Customer or the Consumer Service Portal.	2.0 KB
Reschedule an appointment appt-booking-reschedule-appt-UI.md Reschedule a service appointment from either the Customer or the Consumer Service Portal.	2.7 KB
Select an Appointment window appt-booking-select-appt-window.md To book or reschedule an appointment for a service, use the Select Appointment pop-up window. To see what time slots are available, choose your preferred day and time, and then submit your appointment request.	2.7 KB
Book book-workorder-appointment-workspace.md Book appointment for an associated work order or work order task to dispatch agent to address the customer issue.	2.7 KB
Cancel Cancel-workorder-appointment-workspace.md Cancel an appointment for customer from a work order. Cancelling an appointment, cancels the associated work order.	1.4 KB
Managing appointments as a customer manage-appts-as-a-customer.md Manage appointments for a service from either the Customer or the Consumer Service Portal.	926 B
Managing appointments managing-appointments.md Book, reschedule, and cancel appointments for available services.	4.3 KB
Managing appointments in the CSM Configurable Workspace managing-appts-from-csm-workspace.md Agents and dispatchers can book, reschedule, or cancel appointments on behalf of customers for the associated work orders.	804 B
Managing appointments from a work order or work order task managing-appts-from-work-order.md Dispatchers and agents can book, reschedule, or cancel appointments from a work order or work order task on behalf of a customer.	821 B
Managing appointments on behalf of a customer managing-appts-on-behalf-of-customer.md Agents and dispatchers can book, reschedule, or cancel appointments on behalf of customers.	938 B
Reschedule Reschedule-workorder-appointment-workspace.md Reschedule appointment for an associated work order to dispatch agent to address the customer issue based on rescheduled time slot.	2.2 KB