Add selection criteria for an appointment slot recommendation rule
Enhance appointment booking by adding selection criteria to your recommendation rules. Selection criteria help determine the best appointment slots to recommend to your customers—ensuring optimal scheduling based on factors like proximity, skill availability, or travel time.
Before you begin
Role required: appointment_booking_admin
Ensure a recommendation rule already exists, or create one first.
About this task
By adding selection criterion for an appointment slot recommendation rule, you can
- Offer customized recommendations based on specific factors, improving their scheduling experience.
- Automatically prioritize slots based on what matters most, such as minimizing travel or matching customer needs.
- Adjust how appointment slots are prioritized and displayed to users.
Procedure
Navigate to All > Appointment Booking > Recommendation rules.
Select a recommendation rule.
In the Select Criterion module, select New.
On the form, fill the fields.
| Field | Description |
|---|---|
| Criterion | Select a criterion to recommend appointment slots.Field Service Management provides a default selection criterion Proximate appointments that recommends slots based on the appointment location. You can use this criterion or create a new one. Note: The criterion should be a scripted criterion. |
| Matching rule | Name of the recommendation rule to which this selection criterion applies. |
| Use for | Select how the criterion should be used.
|
| Order | Order of execution of the selection criterion. |
| Ranking Method | Select how to rank the criteria.
|
- Select Submit.
Result
The selection criterion is added successfully to the recommendation rule.