Calendars and Appointments
4 guides
Appointments
This article provides guidance on creating and managing appointments using Halo. It covers methods for creating appointments through actions, calendar views, and agent resource bookings. It explains how to coordinate appointments with Exchange calendars and create MS Teams meetings from Halo appointments. The article also discusses configuring appointment types, using appointment system actions like complete or delete, and creating internal appointments. Notifications, warnings, and error messages related to appointment setup are highlighted to ensure efficient scheduling and management.
Calendars and Appointments
This guide discusses the use of the Halo calendar module for managing appointments, holidays, tasks, change requests, projects, and scheduled tickets. Agents have their own calendar and can access others for management purposes. The guide covers viewing calendar entries by day, week, or month, filtering entries by type, agent, or customer, and creating appointments through multiple methods including within the calendar module, from tickets, or via third-party integrations like Exchange. It also details configuring calendar settings and using the appointment creation screen to log all necessary details.
Drag and Drop Tickets Onto a Calendar to Create Appointments
Linking one Appointment to a Ticket to Link all Appointments in the Same Series