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Track a same-day add-on appointment

SchedulingAppointmentPublished 8 min read
Track a same-day add-on appointment

For scheduling operations, same-day add-on is a written control that shows the source, the owner, and the close.

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Workflow at a glance
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Common questions answered

Who approves a same-day add-on exception?

The the scheduling lead approves; the scheduling specialist prepares the evidence.

What closes a same-day add-on case?

A named owner, the source record, the decision, and the confirmed destination value.

Protect the schedule with a written control

Start with one queue, one owner, and one close condition.

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