Appointment Booking Requests

Overview

With the integration of the Appointment Booking functionality, you will be able to book your preferred date and time slot for a certain service.

If a product in a quote is qualified for an Appointment Booking, you will receive an Appointment Booking Request, either within the CGM PORTAL Inbox or via email.

The Appointment Booking Requests can be found in the "MYORG" menu on the "Appointment Bookings" tab.

This tab displays a list of open Appointment Booking Requests that are available after you accepted a quote containing products that are qualified for an Appointment Booking. You can search for an Appointment Booking Request by Service Description or filter by Status and Contact Person. See also article >> Working with Appointment Bookings list.

Appointment Bookings are created per product in the Quote, i.e., if a quote contains 3 products that are relevant for Appointment Bookings, then 3 separate Appointment Booking Requests will be generated.

Appointment Booking Requests that are about to expire within the next 7 days are highlighted.

Appointment Booking Request Details

On the details page of an Appointment Booking Request, you can select a date and free time slot for the service delivery from the calendar.

In the pop-up, you can check your selected date and time and save the appointment to submit your preferred time slot to our system.

Once you have saved your preferred date and time for your Appointment, it is converted into a real Appointment. 

Appointment Booking Requests that are about to expire within the next 7 days are highlighted.