Question

How can I make appointments through the form?

Laserfiche Workflow Forms

Updated April 25, 2023

asked on April 25, 2023 • Show version history

Greetings to all,

I have the need to establish appointments through a form where the client has the possibility to propose a date, and when I send the form for review, if I approve the date proposed for an appointment, I can schedule it through the office 368 calendar or another third-party calendar that can be implemented, and both I and the client receive notification that their appointment has been scheduled?

In addition to the above, could there be the possibility that if the date that the client requests is already taken, tell the customer that that date is already taken?

Thanks for your attention

0 0

Replies

replied on April 25, 2023

Hi Mark, we built out a system for this but basically had to create a DB to manage the schedules. Workflow can generate a Calendar Invite but it cannot read a calendar to determine availability. There may be some ability to do something with Scripting but you'll need a programmer to get involved to advise you of any possible interactions available with a calendaring tool.

2 0

replied on April 25, 2023

You can build a database with each date and time you are wanting to allow for appointments and then a bucket of how many appointments can be made for that slot. Use workflow match the date and time to the seat count and use a query to update the seat count so that if the appointment is approved it removes 1 from the seat count bucket. So if you have a 4 seats at 11:00 am on 4/25/2023, each time its approved the number goes down. When it gets to zero then the day is no longer part of the options. Saving the data collected for the appointment I have been able to show this is a customized dashboard but not create the calendar invites to save in outlook. Sounds like Steve may know the tools for that piece.

1 0

You are not allowed to follow up in this post.

Question

Question

How can I make appointments through the form?

Replies

Sign in to reply to this post.