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

Schedule Appointment

From the Scheduling tab, you can schedule your appointment. 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) 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 data type (if configured) 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

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

1. Click the Reschedule button
   
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) appointment dates from the calendar
      
   2. 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 data type (if configured) 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

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

1. Click the Cancel Appointment button
   
2. Click the Confirm button to cancel your appointment. 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 data type (if configured) 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: