Calendar Configuration

Calendar configuration involves setting up how a calendar system operates within a software application to align with business needs. This includes defining visual aspects, setting up scheduling features, and managing which calendar fields are editable. By fine-tuning these settings, you can ensure the calendar system supports your specific business processes and requirements effectively.

Allow modifying fields

This allows you to define which fields are part of the basic and schedule information. Additionally, you can control whether these fields are editable by toggling the settings.

Use ENABLE_BASIC_INFORMATION_EDIT and ENABLE_SCHEDULE_INFORMATION_EDIT to allow or prevent editing of these fields.

By adjusting these configurations, you can tailor the calendar system to meet the specific requirements of your business processes.

"FORM_FIELDS": {
    "BASIC_INFORMATION": [
      "connectPerson",
      "customerId",
      "mobileNumber",
      "email"
    ],
    "SCHEDULE_INFORMATION": [
      "title",
      "description",
      "customerId",
      "assignedTo",
      "range",
      "connectVia"
    ],
    "ENABLE_BASIC_INFORMATION_EDIT": false, // To disable editing the basic info fields
    "ENABLE_SCHEDULE_INFORMATION_EDIT": false // To disable editing the schedule info fields
  }

Notifications Template and Setup

The system allows enabling customer notifications through SMS and email by customizing notification templates. The notifications are managed using a set of predefined templates, and you can switch them on or off based on specific events such as a new session creation, rescheduling, reassigning, or cancellation. Each event has a unique message format to ensure customers receive the right information promptly. The SMS notifications are tied to a particular template ID, ensuring consistency across all messages sent.

"NOTIFICATIONS": {
    "TEMPLATES": {
      "NEW_UNSCHEDULED_NOTIFICATION": "SESSION NOTIFICATION: {\"url\":\"\",\"scheduleId\":\"<SCHEDULE_ID>\",\"taskId\":\"<TASK_ID>\",\"tenant\":\"<TENANT>\",\"event\":\"session-created\",\"rmName\":\"<USER_FULLNAME>\"}",
      "REASSIGNED_UNSCHEDULED_NOTIFICATION": "Dear <CUSTOMER_NAME>, Your session has been assigned to our representative <USER_FULLNAME>. The session link will be sent via <CONNECT_CHANNEL> once the session has started.",
      "SCHEDULE_UNSCHEDULED_NOTIFICATION": "SESSION NOTIFICATION: {\"url\":\"\",\"scheduleId\":\"<SCHEDULE_ID>\",\"taskId\":\"<TASK_ID>\",\"tenant\":\"<TENANT>\",\"event\":\"session-created\",\"rmName\":\"<USER_FULLNAME>\"}",
      "NEW_SCHEDULE_NOTIFICATION": "SESSION NOTIFICATION: {\"url\":\"\",\"scheduleId\":\"<SCHEDULE_ID>\",\"taskId\":\"<TASK_ID>\",\"tenant\":\"<TENANT>\",\"event\":\"session-created\",\"rmName\":\"<USER_FULLNAME>\"}",
      "RESCHEDULE_NOTIFICATION": "SESSION NOTIFICATION: {\"url\":\"\",\"scheduleId\":\"<SCHEDULE_ID>\",\"taskId\":\"<TASK_ID>\",\"tenant\":\"<TENANT>\",\"event\":\"session-created\",\"rmName\":\"<USER_FULLNAME>\"}",
      "REASSIGNED_NOTIFICATION": "Dear <CUSTOMER_NAME>, Your scheduled session on <SCHEDULED_DATETIME> has been assigned to our representative <USER_FULLNAME>. The session link will be sent via <CONNECT_CHANNEL> once the session has started.",
      "CANCELLED_NOTIFICATION": "Dear <CUSTOMER_NAME>, Your scheduled session on <SCHEDULED_DATETIME> with our representative <USER_FULLNAME> has been cancelled.",
      "CANCELLED_UNSCHEDULED_NOTIFICATION": "Dear <CUSTOMER_NAME>, Your session with our representative <USER_FULLNAME> has been cancelled."
    },
    "SMS_TEMPLATE_ID": "40229",
    "SEND_NEWUNSCHEDULED_NOTIFICATON": true,
    "SEND_UNSCHEDULED_REASSIGN_NOTIFICATON": true,
    "SEND_NEWSCHEDULE_NOTIFICATON": true,
    "SEND_RESCHEDULE_NOTIFICATON": true,
    "SEND_REASSIGN_NOTIFICATON": true,
    "SEND_CANCELLED_NOTIFICATON": true
  }

Display Calendar Views

Available Calendar Views

The system provides multiple calendar views to cater to various user needs. The available views include:

• Month: Comprehensive month overview.

• Week: Detailed week view.

• Day: Focused view of a single day.

• List: Task-oriented list view.

• Unscheduled: Special view for unscheduled tasks.

• On-the-spot: Quick-access tasks

The default view on initial load is the Month view.

"AVAILABLE_CALENDAR_VIEWS": [
    {
      "Name": "Month",
      "Enable": true
    },
    {
      "Name": "Week",
      "Enable": true
    },
    {
      "Name": "Day",
      "Enable": true
    },
    {
      "Name": "List",
      "Enable": true
    },
    {
      "Name": "Unscheduled",
      "Enable": true
    },
    {
      "Name": "On-the-spot",
      "Enable": false
    }
  ],
  "INITIAL_CALENDAR_VIEW": "Month"

Schedule Interaction

Restartable Session

A Restartable Session allows a user to restart a previously interrupted session. Restartable sessions are particularly useful when users unintentionally closed the browser.

Auto Reload Calendar

The Auto Reload Calendar feature automatically refreshes the calendar view at regular intervals. This ensures that the user always has the most up-to-date schedule information without needing to manually reload the page. The interval for auto-reloading is defined in milliseconds, with the default set to 300000 milliseconds (5 minutes). This feature enhances user experience by providing seamless updates to the schedule.

"SCHEDULE_INTERACTION": {
    "RESTARTABLE_SCHEDULE_STATUSES": [
      "in-progress"
    ],
    "AUTO_RELOAD_SCHEDULES": {
      "ENABLE": true, //Auto-reloading is activated
      "INTERVAL_MS": 300000 //Interval time in milliseconds for auto-reloading the calendar
    }
  }

Extras

Enable Copy Link Invite

The Enable Copy Link Invite setting controls whether users have the option to copy a link and send invite manually to the customers. Setting this feature to true will allow users to generate and copy invitation links, this is another option when the auto send invite failed or not received. When set to false, this option is disabled.

Allow Empty Schedule Date & Time

The Allow Empty Schedule Date & Time option permits the creation of schedule entries without specifying a date and time. This flexibility can be useful in scenarios where the date and time are not immediately known or will be decided later. When set to true, users can leave the date and time fields blank during the schedule creation.

"ENABLE_COPY_LINK_INVITE": false,
"ALLOW_EMPTY_SCHEDULE_DATETIME": true