How do I set up appointment allocations in agentOS?
Appointment allocations define the times when staff members are available for specific appointment types. They are managed via Office > Diary Allocations and can be added as one-off slots or recurring blocks.
Appointment allocations allow you to pre-set the times during which staff members are available for particular appointment types — for example, defining when a member of staff is available to conduct viewings. These allocations appear in the diary and can also be used when appointments are booked online.
Step 1: Go to Office > Diary Allocations
Navigate to the Office tab in the top navigation bar and select Diary Allocations.
Step 2: Filter by staff member (optional)
By default, the Diary Allocations view will be blank. Select a specific staff member from the list on the left-hand side to view or manage their allocations.
Step 3: Add an allocation
Click + Add Allocation in the top right to add a one-off allocation, or + Add Allocation Block to create a recurring allocation for multiple dates.
Fill in the following fields:
- Staff — select the staff member the allocation applies to
- Appointment Type — select the type of appointment (e.g., Viewing, Valuation)
- Start — the start date and time of the allocation
- End — the end date and time of the allocation
Click Apply to save. The allocation will now appear in the diary view for the selected staff member.
Clearing allocations
If you need to remove allocations in bulk, use the Clear Allocation Block button in the top right of the Diary Allocations screen.
If you need assistance with diary allocations or appointment type setup, contact support@agentos.com.