Business Process Flow for Appointment Booking
A typical business process for a customer service center follows:
A customer initiates a request for service.
The customer service representative creates a service request, and selects an activity plan to generate activities for the request.
The agent clicks the Book Appt button in the Service screen or the Activities screen to see a list of appointment choices for the selected activity.
The customer service representative, who sees these choices in a dialog box, selects a time slot and clicks Confirm.
If the customer does not want any of the time slots, then the customer service representative clicks Cancel.