How to add an Appointment Scheduler to your Rx Collect forms

Overview

If you use Rx Collect, you can add an Appointment Scheduler to your form. This calendar view allows beneficiaries to book appointments during the Rx Collect process.

Note: This Appointment Scheduler is separate from other Appointment Schedulers.

Available section items:

• Header
• Schedule Appointment

How to set up an Appointment Scheduler for Rx Collect

Go to Settings > Sales > Rx Collect.

Locate the Appointment Scheduler section. Then, select the ‘Edit’ link within the appointment schedule field.

Enter the Appointment Description.

(Recommended) Enter the names of at least one user in the Agents if Record is Unassigned field.

If the record is assigned to an agent, that agent's calendar will be used. If the record is not assigned, the record will be assigned to the calendar of the agent selected for the appointment from the list above.

Set the Activity Type.

The selected Activity Type must be assigned to the “Appointment” category in Settings > Servicing > Data & Custom Field > Field Options > Activity Type if you want it to block off time slots on the assigned agent’s Appointment Schedulers.

Set the Activity Status.

Set the Appointment Length (in minutes).

Set the First Appointment Start Time and Last Appointment End Time.

- First Appointment Start Time: When searching for available appointment times, the time the first appointment can start.
- Last Appointment End Time: When searching for available appointment times, the time the last appointment must end by.

Select the checkboxes next to each day of the week you want to make available for scheduling.

Enter the Number of Days to Schedule.

Set the Days Before First Appointment.

(Optional) Set the Not Before and Not After.

When ready, select the ‘Add’ or ‘Update’ button to save your changes.