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I have been asked to create a request that displays to the customer dates and times and location available to pick up their ID. The customer is allowed to pick from the available time,date and location. 

Any thoughts on scheduling in freshservice?

 

Hi ​@jack4081 

 

Without knowing the full business process, it’s hard to advise precisely. But some ideas.

  1. If the customer is requesting the ID via the portal, then you could include the date and time they can collect the pass, assuming it’s a standard window. 
  2. If the ID is part of onboarding, you could send an email to the requestor when the ID ticket or task is completed. 
    1. if there is a general pick up time, then you can list that in the response to the customer when the ticket / task is complete
    2. if there is a SPECIFIC time designated for that pick up, you could add Pick up date time / location, to the Service item, and make it visible to the Agent only. And have the Agent set the date/time and the location, and then include that specific information in the response to the customer, 
  3. If there is a specific time slot to pick up, to report it’s ready, you could run a scheduled workflow at 16:00 for example, telling the customer that their ID is ready. 
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