Upgrade and Install Guides
Articles related to implementing and administering Appointment Scheduler, including setting up users, customizing picklists, and adding profile pictures.
This guide provides articles related to configuring Appointment Scheduler.
- Implementing Appointment Scheduler
- Step-by-step guide for configuring and using the Appointment Scheduler feature within the TargetX.
- Adding a custom Profile Picture to display in the Appointment Scheduler
- Steps to add a profile picture in the Appointment Scheduler.
- Configuring Appointment Picklists
- The following Appointment picklists should be reviewed and customized for the Appointment Scheduler- per your business processes.
- Configuring Appointment Reasons
- Steps to configure Appointment Reasons on the Organization Event and User objects.
- Configuring Availability for Appointments
- Steps to configure Appointment Reasons on the Organization Event and User objects.
- Configuring Holidays
- Steps to configure Holidays.
- Creating an Appointment Scheduler App
- Steps to create an App for Appointment Scheduler.
- Hiding the Drop Down Which Navigates to Events/Appointments
- How to Hide the Drop Down Which Navigates to Events/Appointments (Applicant Dashboard)
- Setting up Appointment Scheduler users
- Steps to setup users for Appointment Scheduler.
- Updating Page Layouts for Appointment Scheduler
- Instructions on updating Page Layouts for use with Appointment Scheduler.
- Updating Picklist Values for Appointment Scheduler
- Instructions on updating Picklist values for use with Appointment Scheduler.