Calendars & Appointments
3 guides
Appointment Types
This article provides guidance on configuring appointment types within the HaloPSA system. It describes various settings such as sequence ordering, name assignment, color customization for calendar entries, and integration with Microsoft Teams. It also outlines how to make specific fields mandatory, manage agent status, and enable appointments for resource booking. Additional features include the option to remove attendee information for internal use appointments.
Calendars and Appointments General Settings
This article provides detailed instructions for configuring general settings related to calendars and appointments in HaloPSA. It covers various configurations like auto-releasing tickets from SLA hold when appointments start, scheduling options before appointments are due, and settings for appointment notifications. Users can learn about customizing calendar time slots, appointment invite preferences, and status updates. The article also elaborates on managing appointment completion processes and settings for recurring and imported appointments. Additional details are provided on calendar synchronization, integration settings, and data import for appointments and agents.
Resource Booking
The article covers the configuration of resource booking in asset management and calendar & appointments settings. It details how to set up asset types, workdays, and ticket types. It addresses agent resource booking settings, allowing appointment bookings, requiring user login, timezone consideration, and setting minimum and maximum advance booking times. It also includes options to display contact fields like phone number and email address for user bookings.