Location
Discover how to specify the Appointment location
Last updated
Discover how to specify the Appointment location
Last updated
The second tab captures the location details of the Appointment. There are four different methods by which the location can be established, as shown below:
By using the Location tab, you can choose the location of your Appointment from your stored Locations . Once your Location is selected, any connected Accomodation records are displayed and accessible for selection in order to provide a more detailed location.
The Participant Location tab enables the Appointment Location to be selected from a list of all recorded Mailing Address values for each Participant associated with the Appointment. So, when adding Participants to an Appointment, you can automatically select the Appointment Location from all addresses connected to their record.
The Manual Entry tab allows for flexibility where the Appointment is to be held at a location not previously recorded. You can enter an address manually to be captured against the Appointment. Here, you have the option to manually enter the information or have the fields automatically fill in by using the Google Maps Integration to find the address.
If your Appointment is not at a physical address, simply click the toggle to turn off all Location selection options and proceed with the Appointment setup.
Maica integrates with Google Maps to determine travel times.
When selecting a location for any given Appointment, Maica will use Google to determine the required travel time and distance to and from the Appointment. It will then give you an Appointment Travel Time Breakdown which includes a summary of your travel, as well as the total travel time and distance for the Appointment.
The Google Maps integration will display on all Location Selection Options that include a physical address.
When determining your Appointment Travel Time Breakdown, you have three options for both the origin (1. from which travel will be started) and the destination (2. to which travel will complete) of your Appointment. These options are shown in the table below:
Maica uses Google Traffic Awareness to check that you will arrive to your Appointment on time. It does this by assessing your selected Appointment time with your estimated travel time in order to verify that you will make it based on Google Traffic data. If you aren't expected to make it, Maica will display the alert below:
Travel Option | Description |
---|---|
Previous/Next Appointment
This is either the previous Appointment (in cases where travel is to an Appointment) or the next Appointment (in cases where travel is from an Appointment).
Home Address
This is the address on the Salesforce User profile linked to the Resource record.
Primary Location
This is a lookup on the Resource record which is associated with a location containing an address.
Current Location
The current location of the Resource (User) using Maica