Are there any prerequisites to use the Activity Booking feature?

If you want to use the Activity Booking feature, you must complete some prerequisite tasks.

  1. Add the fields required for booking activities to the Book new activity Visual Form Editor. Typically, you need activity type, activity address, work skills for the activity, work zone it belongs to, activity duration, and the coordinates of the activity. On the Schedule booked activity Visual Form Editor, configure the fields that your mobile workers see when they reschedule an existing activity. Go to Configuration > User Types > Screens > Book new activity (or Schedule booked activity) to add the fields.
  2. Add the Book (create) activity and Book (reschedule) activity buttons to the Edit/View activity and the Activity hint Visual Form Editors. Mobile Workers use these buttons to book and reschedule activities. Go to Configuration > User Types > Screens > Activity hint to add the buttons.
  3. Configure the Capacity Areas for booking activities. You can configure a different type of booking option for each Capacity Area. For more information, see the Using Capacity guide.
  4. Configure the booking recommendations. You can show or hide the booking recommendations for each Capacity Area separately. For more information, see the Using Capacity guide.