Service Appointment Visiting Hours is a Workforce Scheduling work rule type that enforces
your customers’ operating hours. For example, if an account’s operating hours are weekdays between
8:00 AM and noon, appointments for that customer are scheduled only within those hours. Service
Appointment Visiting Hours work rules are applicable to field and on-site scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
To define a customer’s preferred hours of service, create operating hours for them from the
Operating Hours tab. Select the operating hours in the
Operating Hours ID field on the account.
Work orders created for the account always inherit the account’s operating hours in the
Visiting Hours field, and service appointments use their work order’s visiting hours.
Create work rules from Setup. Find and go to Workforce Scheduling, and
under Appointment
Scheduling Logic, select Work Rules. To view or add work rule
fields open the Object Manager in
Setup and select the Work Rule custom object. To add work rules to a
scheduling policy, see
Create and Manage Scheduling Policies in Workforce
Scheduling.
