Control the timeframe for booking service reminders, ensuring no services are scheduled past their due date. This is crucial for time-sensitive services where compliance must be maintained. By applying scheduling rules to specific service reminder templates, you can prevent overdue services from being booked via customer and work address portals. This feature is available on Customer Journey and above, and applies only to service jobs.
View Setting
➡️ Navigate to Profile Icon > Settings > Self Service > Scheduling Rules > View
Setting Up Scheduling Rules
➡️ Scheduling rules
Select Services That Cannot Be Scheduled Past Their Due Date
Choose the applicable service reminders From the dropdown list.
If the Service is Past Due
Let the user schedule any date
Display a message and don't allow them to schedule the job
What message should display to the user
Click Save.