Change Appointment Details

This section explains how you can show either the engagement channel types, service resources, or time slots page based on what the user chooses to change for the appointment.

  • Change Engagement Channel Type

    An engagement channel is a medium, such as Phone, Video, and In Person that service resources use to meet customers.

  • Change Service Resource

    A service resource represents an employee from your organization, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist, who attends appointments with clients.

  • Change Appointment Time

    A time slot represents a period in a day when an appointment can be scheduled.