Module - Appointment Management

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1 Overview

The Appointment Module 027.png has been designed to allow high volume contact management with appointment management without any dependence on any specific server calendaring technology.


Traditional calendaring will use a Microsoft Exchange Server with Microsoft Outlook to allow for shared calendars which can cause costly licensing. Storing appointments and customer data in public data storage such as Google Calendaring or Outlook.com storage can result in data protection issues, with information being accessible to foreign governments.


Appointment Management is a secure, technology independent calendaring solution.


The module also provides a number of features unique to bxp software (bxp).


2 Appointment and Availability

It is possible in scenarios where a person has "available time", to create availability. In turn, other users can create appointments in this availability. This allows for a person to manage their calendar and only make available time that is free for others to create appointments in.


3 Automation of events

It is possible to push items into the calendar from the Inbound Contact or Outbound Contact module, whilst pulling information from the record on screen. This ability allows an outcome to drive activity and create process flows which include appointments.