Appointment Booking Settings
Appointment Booking Settings allow you to configure how appointments are scheduled, assigned, and managed in ERPNext. You can define agent availability, appointment duration, booking limits, holidays, notifications, and post-booking behavior to provide a smooth appointment booking experience for both employees and customers.
How to Access Appointment Booking Settings
Go to:
Home > CRM > Settings > Appointment Booking Settings
1. Enable Appointment Scheduling
Enable the Enable Appointment Scheduling checkbox to activate appointment booking.
Once enabled, ERPNext activates the /book_appointment web route, allowing customers to schedule appointments directly through the website portal.
- Allows customers to book appointments online.
- Displays the Appointment Booking Portal to website visitors.
- Disabling this option prevents new appointments from being booked through the portal.
2. Agent Details
This section defines which employees can handle appointments, when they are available, and which holidays should be excluded from scheduling.
2.1 Availability of Slots
Configure the working hours during which appointments can be scheduled.
Each row represents one continuous availability period for a particular day of the week.
You can create multiple availability slots for the same day to accommodate breaks such as lunch hours.
Example:
- Monday to Friday
- 9:00 AM – 1:30 PM
- 2:00 PM – 5:00 PM
ERPNext uses these timings to generate appointment slots shown on the booking portal.
2.2 Agents
Add the employees who will receive appointment assignments.
Appointments are automatically assigned to the available employee based on the configured auto-assignment logic.
The total number of employees listed here also determines how many appointments can be scheduled simultaneously within the same time slot.
2.3 Holiday List
Link a Holiday List to prevent appointments from being booked on holidays.
- Customers cannot select holiday dates.
- Holiday restrictions apply automatically during scheduling.
3. Appointment Details
Configure the default behavior of every appointment created through the booking system.
3.1 Appointment Duration (Minutes)
Specify the default duration of every appointment.
- Used to generate appointment time slots.
- Changing this value affects only future appointments.
- Existing appointments remain unchanged.
3.2 Notify via Email
Enable this option to automatically send reminder emails to appointment participants.
Email notifications are sent to both the assigned employee and the customer on the day of the appointment.
- Improves communication.
- Reduces missed appointments.
- Only applies to appointments created after enabling this setting.
3.3 Number of Days Appointments Can Be Booked in Advance
Specify how many days into the future customers are allowed to schedule appointments.
For example, if this value is set to 30, customers can only book appointments within the next 30 days.
If the linked Holiday List ends before this booking window, appointment scheduling automatically stops at the Holiday List’s end date.
4. Success Settings
Configure what happens after a customer successfully books an appointment through the website.
4.1 Success Redirect URL
Enter the relative URL where users should be redirected after successfully booking an appointment.
- Leave the field blank to redirect users to the website home page.
- Only applies to appointments booked through the web portal.
- Does not affect appointments created from the ERPNext Desk.
Example:
about
This redirects users to:
https://yoursitename.com/about
