Configuring Appointment Booking in Rocketship via Fixed Appointments
The Fixed Appointments engine needs a minimum set of information to work properly. If this isn’t configured, the Fixed Appointments engine will return an error when a user attempts to use it.
To configure the Fixed Appointments engine, several settings are used. Note, these are pre-configured out-of-the-box. They should normally work for you without modification.
- Account->Profile->HelpDesk Email address. This is the appointment invite Organizer and should be your helpdesk email.
- Workflows->SYS Workflows->Scheduling – Remote Fixed Appointment Created. The Workflow that executes when a Remote Appointment is created.
- Workflows->SYS Workflows->Scheduling – Onsite Fixed Appointment Created. The Workflow that executes when an Onsite Appointment is created.
Related Articles
Booking Appointments Inside Tickets via Fixed Appointments
An Appointment booking is different than a work event because a work event is usually 80% of what happens in a company and it does not require a certain date and time to occur. Booking appointments require a set date and time, go on a calendar, and ...
How do I disable Calendar Invites for Fixed Appointments?
You may want to disable Calendar Invites being sent to Contacts, Resources, or both for Fixed Appointments. By default, we will send a Calendar Invite to any linked Contacts and Resources for a new Fixed Appointment. We will also send a Calendar ...
How do I set my External Appointments to be Private?
In Rocketship, an External Appointment is what we define as appointments in Autotask that are either created manually as an Appointment (vs a Service Call) or that is imported into Autotask (and then into Rocketship) via the Autotask Exchange ...
Configuring Rocketship for SeaLevel
Rocketship can be reconfigured easily to support SeaLevel’s proprietary process. To reconfigure Rocketship, you need to ensure you have the correct queue and status names in your Autotask Service Desk Ticket picklists option and once verified, you ...
Created a Fixed Appointment without a Calendar Invite
There are times you want to lock in a day and time for an activity, e.g., you want to reboot a server this Sunday at 10 pm to finish a software installation. To do that, you need to use a Fixed Appointment in Rocketship. However, for this example, ...