Appointment Booking Settings
How to use Appointment Booking Settings in Leads & Opportunities: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
This page is a settings page in Sales & Marketing → Leads & Opportunities. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Appointment Duration (In Minutes).
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Appointment Booking Settings from Sales & Marketing → Leads & Opportunities, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Appointment Duration (In Minutes)appointment_duration | Int Required | Enter a whole-number value. |
Notify Via Emailemail_reminders | Check Optional | Notify customer and agent via email on the day of the appointment. |
Agentsagent_list | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Assignment Rule User |
Number of Concurrent Appointmentsnumber_of_agents | Int Optional · Read-only | Enter a whole-number value. |
Enable Appointment Schedulingenable_scheduling | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Availability Of Slotsavailability_of_slots | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appointment Booking Slots |
Number of days appointments can be booked in advanceadvance_booking_days | Int Optional | Enter a whole-number value. |
Holiday Listholiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Enable Appointment Booking Through Portalenable_appointment_portal | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Verification Link Expiry Durationverification_link_expiry_duration | Int Optional | In Minutes (min: 15 mins, max: 60 mins) |
Success Redirect URLsuccess_redirect_url | Data Optional | Leave blank for home. This is relative to site URL, for example "about" will redirect to "https://yoursitename.com/about" |
Action for Expired Unverified Appointmentsaction_for_expired_unverified_appointments | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Child tables
Agents — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Weightweight | Int Optional | Enter a whole-number value. |
Availability Of Slots — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Day Of Weekday_of_week | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Timefrom_time | Time Required | Record the time in the format accepted by the field. |
To Timeto_time | Time Required | Record the time in the format accepted by the field. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.