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Extended configuration of appointment requests for WhatsApp and wizard

More control over calendar settings and scheduling logic when creating appointment requests. F100995 | 2026-03

Introduction

Scheduling appointments has until now often required manual input or additional logic via flows. Especially when sending appointment requests via WhatsApp, the available options were limited.

With this extension, you can pre-define important settings in the Appointment Type setting. This ensures appointment requests are created more consistently and less manual input is required.

Who is this feature relevant for?

This feature is relevant for:

  • users who send appointment requests via the wizard or WhatsApp
  • organisations that work with team calendars or group calendars
  • application administrators who manage appointment types and scheduling logic

 

Benefits at a glance

  • less manual input when creating appointment requests
  • more control over calendar selection and scheduling method
  • consistent behaviour across wizard, WhatsApp and flows
  • support for team locations and scheduling in 30-minute intervals

 

Feature explanation

The Appointment Type setting has been extended with additional configuration options, such as:

  • Calendar type (User Calendar or Team Calendar)
  • Organiser of the appointment
  • Team calendar to be used
  • Scheduling method (Available time or Reserved time)
  • Use for WhatsApp
  • Support for scheduling in 30-minute intervals

When these settings are filled in, they are automatically applied when creating an appointment request. In the wizard and in WhatsApp, these values are displayed and, if pre-defined, can no longer be edited.

The behaviour in WhatsApp has also been extended. Only appointment types suitable for WhatsApp are shown. Depending on the configuration, the correct calendar and scheduling method are automatically applied. When using a team calendar, scheduling is always based on reserved time and team locations are automatically populated based on the selected calendar.

Validations have also been added to prevent invalid combinations of settings.

 

Setup / Implementation time

Administrators need to add the new fields to the page layout of the Appointment Type setting object and assign the appropriate permissions.

To make appointment types available for WhatsApp, the field 'Use for WhatsApp' must be activated.

In addition, the interval value '30 minutes' must be added to the field for start times.

After configuration, the settings are automatically applied when creating appointment requests via the wizard, WhatsApp and flows.

 

Other features in this release

🔗 Find all features from this release here