Appointment Booking Settings
Overview
Appointment Booking Settings – Business Overview
Appointment Booking Settings is used to define how your organization manages and controls customer appointment bookings. It acts as the central place where you decide how appointments are offered, scheduled, and handled across customer-facing teams. By setting clear rules here, Dafater ensures a consistent and professional booking experience for both customers and internal staff.
Purpose in Business Operations
Appointment Booking Settings helps your business:
- Standardize how appointments are booked across departments
- Control availability, booking rules, and customer interactions
- Reduce scheduling conflicts and missed appointments
- Improve customer experience by offering clear and reliable booking options
This document ensures that appointments align with your operational capacity and service standards.
Prerequisites and Setup Requirements
Before using Appointment Booking Settings, the following should be in place:
- Defined services or purposes for which appointments are offered
- Assigned staff or teams responsible for handling appointments
- Clear business hours and availability guidelines
- Agreed internal policies for cancellations, rescheduling, and lead time
Having these basics defined ensures the settings reflect real business operations.
Typical Workflow and Business Fit
Configure Appointment Booking Settings
Business managers define booking rules such as availability, time slots, and general appointment behavior.Customer or Staff Books Appointments
Based on these settings, appointments are booked consistently, either by customers or internal teams.Appointments Are Managed Smoothly
Staff follow a structured schedule, reducing overlaps, delays, and manual coordination.Ongoing Review and Adjustment
Settings are updated as business capacity, demand, or service strategy changes.
This workflow supports efficient scheduling as part of sales, service, or relationship management processes.
Key Business Scenarios Where It Is Essential
- Customer consultations or demos requiring structured time slots
- Service-based businesses managing daily appointment capacity
- Sales teams scheduling prospect or client meetings
- Support or advisory functions where timing and availability are critical
- Growing businesses that need consistent appointment handling across teams
In all these cases, Appointment Booking Settings ensures reliability and scalability.
Important Considerations for Users
- Settings should reflect actual staff availability to avoid overbooking
- Changes to settings can affect all future appointments, so review carefully
- Align booking rules with customer expectations and service promises
- Revisit settings during peak seasons or business expansion
- Keep the process simple to encourage customer adoption
Appointment Booking Settings plays a vital role in maintaining organized schedules, improving customer satisfaction, and supporting efficient daily operations within Dafater.
Basic Information
- Module: CRM
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| enable_scheduling | Enable Appointment Scheduling | Check | ✓ | - | Enable or disable appointment booking on Dafater |
| availabilityofslots | Availability Of Slots | Table | ✓ | Appointment Booking Slots | Define available time slots for customer appointments |
| numberofagents | Number of Concurrent Appointments | Int | ✓ | - | Maximum concurrent appointments handled across available agents |
| agent_list | Agents | Table MultiSelect | ✓ | Assignment Rule User | Select agents available for appointment assignment |
| holiday_list | Holiday List | Link | ✓ | Holiday List | Exclude non-working holidays from appointment scheduling |
| appointment_duration | Appointment Duration (In Minutes) | Int | ✓ | - | Standard length of each appointment in minutes |
| email_reminders | Notify Via Email | Check | - | Send email notifications for booked appointments | |
| advancebookingdays | Number of days appointments can be booked in advance | Int | ✓ | - | Limit how many days ahead appointments can be booked |
| successredirecturl | Success Redirect URL | Data | - | Redirect customers to this URL after successful booking |
Child Tables
Availability Of Slots (Appointment Booking Slots)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| dayofweek | Day Of Week | Select | ✓ | Sunday, Monday, Tuesday, Wednesday, Thursday, F... | Weekday when appointment slots are available in Dafater. |
| from_time | From Time | Time | ✓ | - | Start time for appointment availability on the selected day. |
| to_time | To Time | Time | ✓ | - | End time for appointment availability on the selected day. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| HR Manager | ✓ | ✓ | ✓ | |||
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Holiday List | Links to | Setup |