This section explains how you can show either the engagement channel types, service resources, or time slots page based on what the user chooses to change for the appointment.
-
Change Engagement Channel Type
An engagement channel is a medium, such as Phone, Video, and In Person that service resources use to meet customers.
-
A service resource represents an employee from your organization, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist, who attends appointments with clients.
-
A time slot represents a period in a day when an appointment can be scheduled.