Schedule and manage meetings template

Article
04/14/2023

Schedule and manage meetings is designed to show you the capabilities of a scheduling template. We've chosen the example of scheduling with a bank representative. The scheduling principle will apply to any industry or organization looking to stand up a scheduling website.

The Schedule and manage meetings landing page in the design studio.

Users

The template is designed for two key users:

The banking customer who wants to book an appointment with the bank representative.
The bank representative who's looking at the list of appointments and managing their calendars and appointments.

Bank customers

As a customer of a bank, you can do the following seamlessly:

Book an appointment with a specific bank representative at a specific bank branch and select your preferred time.
Cancel and reschedule your appointments via links provided in the email booking confirmation.

Bank representatives

As a bank representative, you can do the following seamlessly:

Manage your schedule.
Create, update, and manage appointments.
Block your schedule to indicate time away and other commitments.
Receive email notifications for appointment changes.

Makers

Makers are able to use the design studio to modify the template for specific needs.

The following are the pages, basic forms, and customizable tables provided in the template. These components can be modified to align with your specific project needs.

Pages

Customer pages

The following pages are used by bank customers.

Page	Description
Home	Customer homepage. Provides a link to Schedule and manage meetings with a financial consultant.
C2 Book an Appointment	Book an appointment with a financial consultant using a multi-step process by inputting service(s) desired, location, and availability.
C2 Cancel Appointment	Cancel appointment with a financial consultant.
C2 Cancel Confirmation	Confirmation page for successfully canceled appointment(s).
C2 Reschedule Appointment	Reschedule a previously booked appointment with a financial consultant.
Search	Keyword-based search.

Admin pages

The following pages are used by bank representatives.

Page	Description
C1 Home	Sign in to view schedule of appointments by day or by week.
C1 Specialties	Select specialties that bank customers can schedule an appointment to discuss.
C1 Cancel Appointment	Cancel an appointment with a customer.
C1 Edit Appointment	Edit an appointment with a customer.
C1 Edit Unavailability	Edit availability to meet with customers.
C1 Reschedule Appointment	Reschedule a previously booked appointment with a customer.
Create Unavailability	Create unavailability via a calendar block.
Profile	Details about a bank representative, such as specialties.
getAllAppointments	Query for a bank representative to retrieve all appointments.
Access Denied	Displayed when a bank representative doesn't have access.
Page Not Found	Displayed when the user's search criteria isn't matched.

Forms and tables

The template uses the following forms linked to Dataverse tables.

Table	Table form name*	Page form name**
contact	BAM C1 Specialties Subgrid	BAM C1 Select Specialties
appointment	C1 Appointment Create	C1 Appointment Create
appointment	Appointment	C1 Cancel Appointment
appointment	C1 Appointment Create	C1 Cancel Calendar Block
msdyn_appointmentrequest	Calendar Block	C1 Create Calendar Block
appointment	Appointment	C1 Edit Appointment
appointment	Appointment	C1 Reschedule
appointment	Appointment	C1 Reschedule Appointment
contact	BAM C1 Simple Specialties	C1 Simple Specialties
contact	BAM C1 Specialties Subgrid	C1 Specialties
contact	BAM C1 Image Upload	C1 UploadImage
msdyn_appointmentrequest	Cancel Appointment	C2 Cancel Appointment
feedback	simple contact us form	simple contact us form
account	Account	testform

*The form name as it appears associated to the table in data workspace.

**The form name as it appears when added to a page as a component.

Table information

Table display name	Schema name	Description
Appointment	Appointment	Scheduling for bank representatives.
AppointmentRequest	msdyn_appointmentrequest	Capture appointment request and actions (canceling, editing appointment) for customers.
Contact	contact	Capture contact information of bank representative.
Feedback	feedback	Capture feedback from customer.
Account	Account	Capture customer information.

Professional developers

This template includes custom code and has been styled to follow best-in-class UX patterns. For custom code editing, use the Microsoft Power Platform CLI to download the site metadata, and use Visual Studio Code to view and modify the source code.

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