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 – Different Appointment System Uses On Actions – Appointment Creation Screen – Create From Calendar Screen – Creating a MS Teams Meeting from a Halo Appointment Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Halo provides the ability to have agents create appointments in order […]
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 […]