Online scheduling
Policy and catalog that generate bookable slots for guests and portal customers. It is not Dispatch, not Auto-Schedule, and not Find candidates.
Settings → Online scheduling · /app/w/{workspace}/settings/online-scheduling · online_scheduling.view / manage
Notice: Online scheduling stays off until you enable it. Portal booking also requires the Customer Portal module.
Two settings screens
Section titled “Two settings screens”| Screen | Path | Job |
|---|---|---|
| Online scheduling | /app/w/{workspace}/settings/online-scheduling |
Enable, windows, cancel/reschedule, blackouts |
| Bookable services | /app/w/{workspace}/settings/bookable-services |
What customers pick; maps to a work-order type |
Public guests use Public booking at /book/{workspace}. Logged-in customers use Portal Book service.
Booking windows
Section titled “Booking windows”Help: These limits apply to Portal and public booking. Times use the site timezone (then tenant, else UTC — not the browser).
| Field | Meaning |
|---|---|
| Enable online scheduling | When off: Online scheduling is not enabled. No customer-facing slots. |
| Slot interval (minutes) | Start times offered (example 30 → 09:00, 09:30). |
| Minimum notice (minutes) | Earliest bookable start, from now. |
| Booking horizon (days) | How far ahead customers can book. |
Cancel and reschedule
Section titled “Cancel and reschedule”Section Customer cancellation and reschedule. Help: Office dispatch can still move or cancel booked work at any time.
- Allow customer cancellation + Cancellation cutoff (minutes).
- Allow customer reschedule + Reschedule cutoff (minutes).
Guest manage URL or portal Cancel appointment / Reschedule. Cancel → appointment Cancelled; work order status unchanged (still Draft until office Opens/Completes).
Blackouts
Section titled “Blackouts”Blackouts: Customers cannot book during these intervals. Existing appointments are not changed. Notice: Blackouts do not create technician time off and do not cancel booked work. They are not Dispatch blocked time.
Bookable services
Section titled “Bookable services”- Add service. Customers see Name and Description. Work order type supplies operational duration and skills. Optional Catalog service.
- Duration override (minutes) — if empty, the work-order type default; if that is empty, 60 minutes.
- Active. Visible on public booking page vs Visible in Customer Portal are independent.
Multi-technician work-order types cannot be offered: Multi-technician team requirements cannot be booked online in this version.
How a slot is decided
Section titled “How a slot is decided”Veldriq lists times that already have at least one eligible technician. A listed slot is not reserved until Confirm booking succeeds. Stale: That time is no longer available. Choose another slot.
| Compared with | Same engine? |
|---|---|
| Dispatch Find candidates | No |
| Appointment Auto-assign | No — booking assigns the first ordered eligible technician itself |
| Auto-Schedule | No — does not exist |
| Reports Scheduled capacity | No |
| Travel / drive-time buffer | Skipped on this path |
If no slots appear: policy off; no Active bookable service with the right visibility; no eligible technician hours; blackout; APP_URL mismatch. See Booking troubleshooting.
Related: Public booking, Portal.