Book an appointment from the portal

Using Field Service Management >

Book an appointment for a service from either the Customer or the Consumer Service Portal.

Role required: appointment_booking_user

Booking an appointment creates a work order for the selected service. After the appointment is confirmed and the work order is scheduled, the customer receives a confirmation email with the appointment details. Note: If you book an appointment from the Consumer Service Portal, the work order does not gets assigned to agents from the external assignment group.

Log in to the Customer or Consumer Service Portal. Click Requests > Request Something in the portal header. From the Categories, select Services . Select a service that requires an appointment from the services list. If necessary, enter a detailed description. Click the calendar icon in the Appointment field to open the Select Appointment pop-up window. This window displays available appointments by day or by week. Use the left and right arrows or the calendar icon to display a different day or week. Available appointment time slots for the selected day or week are displayed. Unavailable dates are grayed out and not selectable. If you do not see any available appointments, select a different day. Click the desired time slot and then click Select . Note: Based on the configuration set for the logged in user's time format, the appointment booking window will display either a 12-hr or a 24-hr clock.

The Appointment field on the record producer displays the selected appointment window day and time.

Click Submit in the record producer. The appointment request is submitted and the work order created for the appointment is displayed. The appointment details appear on the work order page in the Appointment widget. Information about the scheduled appointment is noted in the Activities field on the work order. This information includes the appointment day and time and the time zone for the selected location.

When the work order is assigned and accepted by a technician, the customer receives a confirmation email and SMS.

Parent Topic: Managing appointments in Field Service Management