Scheduling

The Scheduling tab allows a user to schedule, reschedule or cancel their appointment date if configured. ReadyWorks can also be configured to send a confirmation email when users schedule in the portal.

Schedule Appointment Date

From the Scheduling tab, you can schedule your appointment date.  To schedule:

1. Select preferred appointment date from the calendar
   
   1. If the appointment date has a time slot configured, select the time slot of the appointment
      
2. Select secondary (optional if enabled) appointment date from the calendar. Secondary date is available when a daily appointment is selected for the preferred date. Secondary date is not available when a time slot appointment is selected for the preferred date. Time slot appointments cannot be selected for the secondary date.
   
3. Click the Update button to save your selections. Your scheduled appointment dates will be displayed in the Scheduling widget in the portal.
   
   
   NOTE: The Scheduled field is set to YES and Scheduled Date field is set to the Preferred Date on the User asset type (if available) when a user schedules their appointment in the portal.
4. The following message will be displayed when no days are available for scheduling
   

Reschedule Appointment Date

From the Scheduling tab, you can reschedule your appointment date.  To reschedule:

1. Click the Reschedule button (if enabled)
   
2. If rescheduling in the portal is enabled, you will be able to select a new appointment date
   1. Select new preferred and secondary (optional if enabled) appointment dates from the calendar
      
   2. Click the Update button to save your selections. Your schedule appointment dates will be displayed in the Scheduling widget in the portal.
      NOTE: The Scheduled field is set to YES and Scheduled Date field is set to the Preferred Date on the User asset type (if available) when a user reschedules their appointment in the portal.
3. If rescheduling through email is enabled, a prepopulated email will be generated. Add any details and the Send button to send the email to the project team.
   1. An example reschedule email request is shown below:
      
4. The view of the Scheduling widget in the portal with the Reschedule button disabled is shown below:
   

Cancel Appointment Date

From the Scheduling tab, you can reschedule your appointment date.  To reschedule:

1. Click the Reschedule button (if enabled)
   
2. Click the Confirm button to cancel your appointment dates. Click the Go Back button to cancel the operation.
   
   NOTE: The Scheduled field is set to NO and Scheduled Date field is cleared on the User asset type (if available) when a user cancels their appointment in the portal.
3. The appointment widget in the portal will reset after the cancellation
   
4. The view of the Scheduling widget in the portal with the Cancel Appointment button disabled is shown below:
   

Confirmation Email

ReadyWorks can be configured to send a confirmation email when users schedule in the portal.  An example confirmation email is shown below: