View or modify a Walk-up Experience appointment booking configuration
View the base system default appointment booking configuration to determine if the criteria meets your walk-up appointment booking requirement. You can modify the configuration to manage appointment booking. The information stored in the Walk-up Experience appointment booking configuration applies to all the services within the application.
Before you begin
Role required: sn_csm_walkup.walkup_admin
About this task
The Walk-up Experience configuration is provided with the Appointment Booking feature.
Procedure
Navigate to All > Appointment Booking > Appointment Configurations.
To view the Walk-up Experience configuration, click the configuration name.
In the Appointment Booking Configuration form, view or modify the following fields as needed.
| Field | Description |
|---|---|
| Name | The name of the application configuration. |
| Task Table | Appointments are created for the tasks in the selected table. The Walk-up Appointment [wu_appointment] table is the default table for the Walk-up Experience configuration. |
| Availability Method | Use one of two methods to determine appointment availability. - Number of appointments per slot: Define a specific number of appointments per time slot. Use this method if the task assignment is set to manually which is the default setting. - Scripted: Use this configuration setting to determine availability if the task assignment method is set to using auto assignment or dynamic scheduling. |
| Active | Activates the application configuration and enables appointment booking. |
| Auto acceptance | If the application configuration setting for Process lifecycle is set to task-driven, an agent must accept or reject an assigned task. Enable the Auto acceptance check box to override this configuration setting for appointment booking. |
| Portal View | Display available appointments for a single day or for a week on the online Self Service Walk-up Check-in portal or from the Service Portal. |
- Click Submit.