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Appointment Scheduler Module

Introduction​

This module is convenient to allow customers to book appointments directly in the chat. You can offer fixed timeslots from which customers can select their favorite time with a single click.

appointment_demo

Typical Use Cases​

The Appointment scheduler offers a fast and uncomplicated way to book appointments. By setting timeslots in advance, you eliminate the tedious correspondence process of looking for suitable appointments. It is especially useful for service requests and arranging meetings.

How to Use the Module​

  1. Enter time slot.
  2. Design appointment invitation.

Useful Tips​

Email notification​

You are able to automatically have an email sent as a notification to your own email address (not your customer's).

Email content​

You can use any variables in the PDF and HTML template by using the correct notation ${...}. If you don't have an HTML email template, you can just start typing the text. If you use plain text, then it will not be formatted in any way.

Time slots​

Time slots define, when appointments can be made. You have to add time slots for the process module to work properly. When a time slot is booked, it cannot be booked by another customer. However, you can define a calendar name on each time slot, so that bookings are made into separate calendars.

appointment_calender_demo

Make sure to use the correct timezone. The default is set to UTC±0.

appointment_scheduler_timezone_demo

Time buffer​

You can add a time buffer to allow customers to book an appointment only up to X minutes before the actual appointment.