How to use Appointment Booking
Learn the best practices for efficiently scheduling and managing appointments using an appointment booking system.
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Automations
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Part Requests
- Price Lists
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Incoming Part Allocation
- Appointment Booking
Table of Contents
Introduction
Appointment Booking is a new booking web application in Fixably where customers can select device types, service types, service locations, and available time slots for device repairs and maintenance.
Every tenant will have their own booking URL at <tenant-name>-booking.repairportal.com.
The Appointment Booking has 2 parts: Booking App settings (Core) and a standalone web application.
Booking App settings

These settings allow users to define:
- Enabled
- Admin can enable the Appointment Booking web application by selecting the Enabled checkbox
- If Appointment Booking is disabled → the web application is unaccessible
- Company logo
- added logo will appear in the Appointment Booking web application
- Logo URL (to redirect customers to the company homepage)
- should start with https:// or http://
- Facebook
- should start with https:// or http://
- LinkedIn:
- should start with https:// or http://
- Instagram:
- should start with https:// or http://
- Header, Footer, and Footer text colors:
- users can pick and select colors or add HEX codes
- Footer texts:
- users can define footer texts in 3 sections: left, center, and right
Appointment Booking web application

The web application should fetch the latest settings from Core with every page refresh and apply the new changes instantly. This landing page shows:
- company color themes (header, footer) and logo
- social media icons. If there is no social media URL added in the settings, we do not show the corresponding social media icon.
- footer texts
Currently, the application supports English and Finnish languages.
1. Choose a brand

- available brand
- this should follow tenant’s available brands
2. Choose a device type

Currently, we show all devices from tenant’s device_definitions table.
In the future, this will be changed to use device categories.
3. Choose a service type

Service types are fetched from Core > System Settings > SLA / Turnaround Time > Service types
Logic to display service types in the Appointment Booking:
- service type is created and available in Core >>> SLA / Turnaround Time > Service types
- SLA/TAT is created with assigned device types and service types
See more: https://kb.fixably.com/orders-how-to-guides/how-do-i-configure-the-turnaround-time-feature?from_search=206661607
4. Choose a service location

Service locations are taken from Core > System Settings > Locations > Locations & Stores
To ensure the locations are available for selection, add the opening hours and addresses.

The map should default zoom to the tenant’s country and display all location pins.
Upon selecting a service location, the map should be zoomed in to the correct service location address.
5. Select appointment

The appointment page displays the available dates and times based on the tenant configuration and availability.
6. Contact information

Mandatory field is either Email or Phone
Added Device details and Contact details should be recorded correctly in the created repair order.
The country code should be based on the tenant’s locale.
Additional details

Additional details should be added to the order note.
7. Confirmed booking

This page displays a booking confirmation.
Users can add the appointment to their calendar (Google, Outlook, Apple).
A draft order is created in the dedicated tenant with the customer’s added details.
An email should also be sent to the customer (if an email is added). Make sure there is an email template available.