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 Associated Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Halo provides the ability to have agents create appointments in […]
Calendars and Appointments
In this guide we will cover: – Using the Calendar – Appointments in Tickets – Creating an Appointment All of the configuration options along with the description of each, can be found here: Calendars and Appointments General Settings. Also checkout the HaloPSA Academy guide on appointments: Guide You must create an academy account to access […]
