Create appointment group

For operators that can take appointments to be searchable they must be a member of the same group together.

This task explains how to create an appointment group.

  1. Select Helpdesk Groups under Help Desk on the Configuration and Tools page.
    The Helpdesk Groups page is displayed.
  2. Click Add.
    The New Group page is displayed.
  3. Type a name in the Group Name field.
  4. (Optional) Select an email type from the Send an email when new tickets are entered drop-down.
    Note: This is a list of available email templates configured in your instance of Smile. For more information, see Email templates.
  5. Click Save.
    An empty Groups Members list is displayed.
  6. Click Add next to a Smile operator listed under Add a user to this group.
    The operator is added to the Group Members list.
  7. (Optional) Repeat the previous action to add another operator to the group.
  8. Click Edit next to each group member to set their Subscription Conditions.
    • Always subscribe me to tickets of my group (default)
    • Subscribe me only if I'm the ticket owner
    • Never subscribe me
  9. Click Save.
  10. Click Save.
    The Helpdesk Groups page is displayed.