Overview

The request parameters control what Client/Customers can schedule and when. From Schedule Request, you can attach a form to collect additional information, set capacity by AM/PM or All Day, define date ranges and request types for each parameter, and set an all-day capacity for daily availability. Configuring these parameters shapes the self-service scheduling experience.

Before You Start

You need access to the Schedule Request area and permission to edit parameters. Decide your availability windows, capacity, and which request types Client/Customers can select.

How to Configure Schedule Request Parameters

1. From the left navigation menu, select Schedule Request.

2. Click the pencil icon in the top-right corner.

3. If you need additional information from the Client/Customer, first select a form, then click Save.

4. In the Capacity section, select AM/PM or All Day based on when the request should be available.

5. Click the plus icon and select the start and end dates for the parameter you’re defining.

6. Click the pencil icon and, in the tab that opens, select the request type, then click OK.

7. Set the All Day Capacity to define daily availability.

8. Click Save to save all your changes.

Tips and Things to Know

• Attach a form to collect additional information during scheduling.

• Capacity (AM/PM or All Day) controls how much can be scheduled.

• Date ranges and request types define what can be requested.

• These parameters shape the self-service scheduling page.

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Frequently Asked Questions