Channels (Overview)

Channels are a way to collect different types of appointments. You can assign multiple agents to one channel and each agent can be assigned to multiple channels.

Add Channel Add a new channel to your instance

Edit Channel Changing an channels details

Pause Channel Stop taking new appointments for a channel

Delete Channel Removing an channel

Require Confirmation

You have full control over your calendar. This is why you can require clients to request a confirmation to make an appointment.

Therefore just check the option to require confirmation in the channel settings. When enabled, clients will be informed that their apppointment is just a request.

Once the request is added, staff members that are linked to the channel will be notified using the notification system.

The notification will lead you to the appointment, where you can confirm or deny it.

Slot Templates

Channels use slot templates that automatically create available slots based on your settings. If you want one of your agents/ all you agents to be unavailable in a given timespan, you just have to add an absence for them.

You can add as many schedule templates as you like. Each template consists of

• the weekdays you offer this appointment for (Monday, Tuesday, …)
• the hours and minutes this template starts and ends (08:00 AM, 08:15 AM, …)
• the duration of the slots within this template