Drag and Drop Tickets Onto a Calendar to Create Appointments
In this guide we will cover: – Creating the Dashboard – Configure the Appointment Action A very useful feature of Halo is the drag and drop of tickets onto a calendar, this is a sea level operation of the Pax8 Academy, making it a known and proven way to deal with appointment scheduling. This feature […]
Linking one Appointment to a Ticket to Link all Appointments in the Same Series
Released in Version: 2.100.1 Depending which version you are on: in the configuration for the Exchange Calendars integration, you can enable ''When linking a recurring appointment to a ticket, link all appointments in the series": Configuration > Calendars and Appointments > Exchange Calendars: If you are on a later version of Halo this could be […]
Appointments
In this guide we will cover: – Creating Appointments – Appointment System Uses On Actions – Appointment Creation Screen – Creating a MS Teams Meeting from a Halo Appointment – Internal Appointments Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Related Guides: Calendars and Appointments Halo provides the ability to have agents create appointments […]
Calendars and Appointments
In this guide we will cover: – Using the Calendar – Viewing Entries in the calendar – Creating Appointments – Appointment creation Screen The calendar module in Halo can be used to view, track and manage agent appointments, holidays, tasks, change requests, projects and scheduled tickets. Agents will each have their own calendar, but can […]