Syncro’s Appointment Links feature allows you to share a URL with people who may want to schedule appointments with you. You can create custom Appointment Links for each of your Technicians, and/or Appointment Links with different timeframes. 

Once created, you can easily embed Appointment Links directly into the Ticket Communications section of a Ticket. After an End User schedules an appointment using the link, that appointment displays both in the Appointments section on the Ticket's Details Page as well as on the Calendar.

Read on, or watch this short video to learn more:

Create New Appointment Links

To create new Appointment Links that can be shared inside your Ticket Communications, follow these steps:

1. Navigate to Admin > Customers - Application Links. If any Appointment Links exist, they'll appear in the table:
   
2. Click +New Appointment Link. The Create Appointment Link pop-up window displays: 
   
3. Configure your settings:
   • Appointment Name: This is the name that appears in the Appointment Links table and in the dropdown menu when adding a link to a Ticket. (See Insert an Appointment Link Into a Ticket.)
   • Appointment Owner: Select the Syncro User in charge of the Appointment.
   • Additional Attendees: Ctrl + click to multi-select from other Syncro Users. Syncro will also check availability using their calendars.
   • Appointment Type: Acts as a scheduling template for different meeting formats (like on-site visits or remote support), which can automatically populate relevant details like location and can send custom instructions to customers via email. See Work with Appointment Types.
   • First Available Appointment Time and Last Available Appointment Time: Appointments cannot be set prior to the former and after the latter.
   • Appointment Length (in minutes): The default duration when a person books an appointment.
   • First Available Slot (minutes from now): The default is 120 minutes. This means the earliest time a person can book is two hours from when they’re booking.
   • Buffer Time: The buffer, or number of minutes between scheduled appointments. Leave blank for 0 minutes. Choosing an Appointment Type automatically sets and disables this field.
   • Days to Accept Appointments: Select all that apply.
4. Click Create Appointment Link. The link appears in the Appointment Links table, and becomes usable in the Ticket Communications section. (See Insert an Appointment Link Into a Ticket.)

Edit or Delete Appointment Links

To edit an existing Appointment Link:

1. Navigate to Admin > Customers - Application Links.
2. Click the hyperlinked Name of an Appointment Link.
3. In the Edit Appointment Link pop-up window, make your changes.
4. Click Save. Future uses of the Appointment Link will use the new values.

To delete an existing Appointment link:

1. Navigate to Admin > Customers - Application Links.
2. Click the delete (trash can) icon.
3. In the confirmation pop-up window, click Delete Link.

The Appointment Link is removed from the table and is no longer available for use. (Existing appointments remain on your schedule.)

Insert an Appointment Link Into a Ticket

Once you have Appointment Links, you can easily send these to End Users so they can schedule time on your calendar. Follow these steps:

1. Navigate to a Ticket's Details Page.
2. In the Communications section, click Appointment Link:
   
3. In the pop-up window:
   
   
   1. Use the dropdown to select a previously created Appointment Link. 
   2. Optionally, click the Copy icon to copy the link to your clipboard.
   3. Optionally, change the Text to Display.
   4. Click Insert Link in Communication.
4. Send the Ticket Communication in the manner you'd prefer. (See About the Ticket Communications Section for details.) 

After an End User schedules an appointment using the link, that appointment displays both in the Appointments section on the Ticket's Details Page as well as on the Calendar:

What the End User Sees

When the End User clicks the Appointment Link you've sent, they are taken to a calendar to select an available time:

Note: If Syncro detects that the person scheduling the appointment is in a different time zone, they will see a message about the time being auto-converted into their local time. They can revert this if desired:

Security Settings for Appointment Links

There is a security setting that Admins can use to allow Syncro Users to work with Appointment Links. For the list and descriptions of each, see the Security Settings Reference.

1. Navigate to Admin > Syncro Administration - Security Groups, then click Edit for the desired security group.
2. Scroll to the Ticket Views section, then check either the header box to allow all actions, or individual boxes as desired.
3. Click Update Group to save your changes. 
4. Then, make sure any desired users are in that security group!

See also: Configure Security Groups and Add & Assign Users to Security Groups.