How to Create Online Appointment

Create Online Appointment

Go to Calendar ‣ Online Appointment. Click on New to create a new Appointment.

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  1. Name :- Specify the name of appointment in name field.

  2. Unique Code :- Set Code for the appointment. Unique code for appointment.

  3. Duration :- Select a duration for the appointment.

  4. Is Published :- The appointment is published on the website.

  5. Pre-Booking Time :- Minimum hours before the user can book an appointment.

  6. Appointment Schedule :- Select Available Now.

  7. Appointment Up To :- Maximum days in advance that a user can book an appointment.

  8. Appointment Schedule :- Select Date Range.

  9. Date Between :- The start and end dates during which users can book an appointment.

  10. Allow Cancellation :- If this boolean is set, the user can cancel the appointment.

  11. Cancellation Up To :- Users can cancel appointments up until this time..

  12. Description :- Add a description for the appointment..

Pages in online appointment from

Availabilities

Employee :- Enable the Select Employee option and add the available employees for the current appointment on this page.

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Resources :- Enable the Select Resources option and add the available Resources for the current appointment on this page.

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Option

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  1. Assignation: Select the Random boolean to randomly assign an employee or resource when booking the appointment.

  2. Assignation: Select the Customer Selection boolean to allow the customer to choose an employee or resource when booking the appointment.

  3. Timezone: Select a timezone from the list.

  4. Location: Select the location for this appointment.

  5. Website: Select the website.

  6. Reminders: Select the reminders for this appointment.

  7. Manual Confirmation: Select this boolean to manually confirm the appointment.

  8. Create Opportunities: Select this option to create an opportunity for the appointment.

  9. Allow Other Members: Select this boolean to allow other members to join the meeting.

  10. Booking Fees: Select this boolean to enable booking fees for the appointment.

  11. Product: Select the product associated with the booking fee.

Slots

Add slots for the current appointment on this page.

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Message

Add message for current appointment under this page.

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Questions

Create questions based on the appointment.

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