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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure feedback for appointment booking

Create a feedback definition for appointment booking so employees can provide feedback for completed appointments.

Before you begin

Role required: sn_hr_sp.esc_admin

About this task

The appointment booking experience already contains two feedback definitions for Employee Center Pro and Employee Center Pro Kiosk.

You can modify the feedback definitions provided with the plugin, or create your own. For more information about the feedback feature, see Integrated experience and service feedback.

You can modify the number of times a user can submit feedback in a single session by configuring the Overlay session limit field in the feedback configuration. The Overlay session limit value is set to 5 by default. For more information about feedback configurations, see Set up the feedback configuration.

If you create a custom feedback definition for appointment booking, ensure that you deactivate other feedback definitions that are on the same portal.

Procedure

  1. Navigate to All > Employee Center > Experience and Service Feedback > Feedback Definitions.

  2. On the Feedback Definitions list, select New.

  3. On the Feedback definition form, enter the following field values.

FieldValue
Feedback typeService - workflow
Widget modeModal
ChannelPortal
Portals
  • Employee Center
  • Employee Center Pro Kiosk Note: You can select one or both portals based on your requirement.
  1. On the Page selection tab, in the Included pages field, select the following pages.

    • my_appointments
    • appointment_details You can fill in the remaining fields based on your preference. For a description of the field values, see Feedback definition form.
  2. Save the record.

  3. In the Trigger conditions related list, select New.

  4. On the Trigger condition form, enter the following values.

    FieldValue
    TableWalk-up Appointment [wu_appointment]
    User fieldOpened by
    Trigger randomlySelected
    Probability (%)100
  5. In the Repeat Interval field, ensure that all values are set to 00.

  6. In the Condition field, enter the following values.

    FieldValue
    -- choose field --State
    -- oper --is
    -- value --Closed Complete
  7. Save the record.