Booking rules for customers
Choose what customers may change from their portal link: move, cancel or book, how close to the start, and how often.
Where to find it
Calls › Calendar
Open this screen
Steps
- Open 📞 Calls > Calendar and choose the Customer portal tab.
- Turn on what customers may do: move a booking, cancel it, book a new one.
- Set how many hours before the start changes close, the most moves per booking and how far ahead new times may be.
- Add the services customers can pick a time for, and the line whose hours and holidays give the open times.
- Save. The rules apply to the portal and to the links in reminders.
Tips
- A change request is always possible: it sends you a message and a task, and changes nothing.
Good to know
- With no hours on the line and no published rota, no open times are offered.
- Only an owner or admin of the organisation can change the rules.
Related how-tos
- Customer portal: bookings A private link for one customer that shows their bookings, messages and calls, and lets them change a booking where you allow it.
- Calendar See and manage the diary of bookings your team and your customers make, and the call-backs waiting in your queues.
- Online booking page Switched off until an operator turns it on A public page where customers book a time or ask to be called back; bookings land in the Calendar and call-back requests in your queue.