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How to change appointments
It might be the case that you want to change unconfirmed or confirmed appointments because of various circumstances.
Checking the ticket status and changing the appointment
Click on CHANGE APPOINTMENT.
What is the Customer Portal Availability Check?
The Customer Portal Availability Check inspects the following acceptance parameters to validate if there is a matching engineer available for the appointment for selected date/dates:
- Engineer availability check and skill requirement check to find a matching engineer
- Spare parts availability check to make sure engineer only goes on-site when all parts are available
If the system has made a suitable assumption, this is indicated by a green check.
Previous selected date versus new date
You will see your previously selected date highlighted in orange.
Select the new date for the appointment in the calendar.
Please note that the booking slots available for booking don't include weekends by default and that the booking slots available for booking depend on configured Customer Portal settings. The behavior of booking slots can be configured by company administrators inside Admin Panel -> Dispatch -> Customer Portal Settings.
Confirming that the appointment is binding
Confirm that the new appointment is binding by checking the corresponding the checkbox.
Finishing the appointment change
Click on CONFIRM APPOINTMENT.
Your appointment should now have changed.
