Appointments
How do I turn on automatic appointment booking?
Set the commit policy for each action to automatic in System Config.
Quick answer
Each appointment action — new appointment, reschedule, cancellation — has a commit policy set to either automatic or staff approval. Set it to automatic in System Config under Appointment policy and Sera will book without waiting for your team.
Steps
- Open System Config.
- Find the Appointment policy section.
- Set New appointment, Reschedule and Cancellation to automatic, individually as you prefer.
- Save. The change applies to the next call.
What staff approval does instead
When a policy is set to staff approval, Sera does not book. It captures the request, tells the caller the office will confirm, and your team approves it under Requests. Only approval creates the appointment.