Appointment Scheduler Settings
Appointment Scheduler settings are located in Events Preferences and Events Custom Settings.
Accessing Appointment Scheduler Settings in Event Preferences
To access the TargetX Default Event Preference page, go to All Tabs (+) page and select Default Event Preferences. If this tab does not exist, you can access it by navigating to:
[Your Salesforce URL]/apex/targetx_eventsb__eventssettings
Example: https://na10.salesforce.com/apex/targetx_eventsb__eventssettings
The page contains numerous configuration settings for both TargetX Events and Appointment Scheduler.
Note: If you see a "Create Appointment Scheduler Settings" button at the bottom of the page, click that first before proceeding.
- Add a custom pick-list or multi-select pick-list field to the Appointment Time Range object:
- Navigate to Setup and select Object Manager.
- Open the Appointment Time Range object.
- Click Fields & Relationships.
- Select New and complete the steps to create a pick-list or multi-select pick-list field.
- Open the Event Custom Settings page and locate the Appointment Scheduler Settings section.
- Set the Custom Filter Field to the new field you created.
- Enter a label in the Custom Filter Label field.
- This field/label will now display before the standard questions when scheduling.
- Grant Read/Edit access to the custom field for your Staff users and Read access to your Community users.
Once configured, you can use the selected field in URL parameters to limit which appointments are displayed to students. Note: Staff users who have not saved a filter value in their availability will still display in the search results if a custom filter is used in the search.
|
Setting |
Description |
|---|---|
Email Reminder Emails |
Use this section to Start/Stop Reminder emails from being delivered daily. |
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Select the Email Templates for internal staff:
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|
Minimum Lead Time |
Specify the minimum notice required before an appointment’s start time. Admins can select from 0 to 24 hours and minutes (0/15/30/45). |
Enable Interviews |
When Enable Interviews is checked, the system will display an Interview option in the Appointment Scheduler site. This will also display a button and menu item to Schedule an Interview. Note: Enable Interviews is a GLOBAL setting. For example, you can not hide interviews in some communities and display them in others. |
Custom Filter Field |
The Custom Filter Field allows you to add a filter to the workflow when Students Schedule Appointments and Interviews. |
Maintain URL Parameters |
When Maintain URL Parameters is checked, the Appointment Scheduler will maintain the URL parameters for a student for the entire Appointment Scheduler session. |
Email Reminder Days |
Set the # of days in advance when Reminders should be delivered. Remember that Events and Interviews also use the Email Reminder Days setting. |
Interviews and Appointments Custom Settings
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Note: These settings are not available in the new Appointment Scheduler UI.
Some Interview and Appointment Settings are unavailable on the Events Custom Settings Visualforce page/tab. To access these settings:
- Navigate to Setup and search for Custom Settings.
- Click Manage next to Events Settings.
- Click the record you wish to edit, such as default.
|
Setting |
Description |
|---|
Too Many Interviews Message |
Use this setting to enter the message displayed if the registrant surpasses the interview limit per given period. |
Cancel Deadline Message |
The message is sent to an event registrant when they attempt to cancel after the cancellation deadline. |
Interview Group Buffer Days |
The number of days before or after an interview that Events will check for interviews of a similar category and type. |
Number of Group Registrations |
The number of simultaneous registrations a person may have of the same category and type. |
Change Sender Email
You can update your Appointment Site settings to change the sender email for Appointment emails. Note: These settings only affect the appointment community emails, such as registration, forgot password, etc. Appointment emails to students and staff are sent from the Default Email Sender configured in Events Settings.
- Click the Setup menu and search for Sites.
- From the Sites menu, select Appointments.
- On the Appointments Site Detail page, click the Edit button; then, on the Appointments Site Edit page, you can change the Site Contact by clicking the Lookup icon to the right of Site Contact.
- On the lookup page, enter the Site Contact's name in the search Field, then select the desired contact from the Search Results. You must then click the Save button on the Site Edit page.
- You must modify your Digital Experience Settings by clicking the Back to list: Experiences link on the Site Details page.
- On the Digital Experiences page, select the Workspaces link for Appointments. Select Administration > Emails from the left-hand menu on the Appointments Workspaces page. You can then change the Email Address in the respective field.
- You must then click the Save button at the bottom of the page to save your changes.