Get Appointment Preferences

Purpose

To get the details of appointment preferences in your organization.

Endpoints

Request Details

Request URL

{api-domain}/crm/{version}/settings/appointment_preferences

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.modules.{operation_type}

Possible operation types

ALL - Full access to appointment preferences data
READ - Retrieve appointment preferences

Parameters

  • includeoptional

    To fetch deal record configuration when when_appointment_completed:create_deal.
    Possible Value: deal_record_configuration

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v7/settings/appointment_preferences?include=deal_record_configuration"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Response JSON Keys

  • allow_booking_outside_businesshoursBoolean

    Denotes if you can create appointments outside business hours.
    Possible Values:
    true: You can create appointments outside business hours.
    false: You cannot create appointments outside business hours.

  • allow_booking_outside_service_availabilityBoolean

    Denotes if you can create appointments outside service availability.
    Possible Values:
    true: You can create appointments outside service availability.
    false: You cannot create appointments outside service availability.

  • when_duration_exceeds sstring

    Represents who has to mark the appointment as 'Completed' when the service duration gets over.
    Possible Values:
    ask_appointment_provider_to_complete - User has to manually mark the appointment as 'completed'.
    mark_as_complete -

    The appointment is automatically marked as 'completed'.

  • show_job_sheetBoolean

    Represents whether filling out the job sheet is mandatory for marking an appointment as 'completed'.
    Possible Values:
    true: Job sheet is mandatory for appointment completion.
    false: Job sheet is not mandatory for appointment completion.

  • when_appointment_completedstring

    Represents whether a deal has to be created when an appointment is completed.
    Possible Values:
    create_deal - Deal is created when any appointment is marked 'Completed'.
    do_not_create_deal - Deal is not created when any appointment is marked 'Completed'.

  • deal_record_configurationJSON object

    Contains the field mappings and layout details for record configuration in Deals from the Appointments module.

Possible Errors

  • API_NOT_SUPPORTEDHTTP 400

    The API is not supported in this version.
    Solution: This API is supported only from Version 3.

  • INVALID_REQUEST_METHODHTTP 400

    You have given an invalid http request method type.
    Solution: Use only GET method in the request URL to access this API.

  • INVALID_REQUESTHTTP 400

    You have given an invalid value either in the parameter or in the parameter value.
    Solution: Use only 'include' parameter with 'deal_record_configuration' as parameter value to access this API.

  • INVALID_TOKENHTTP 401

    You have used an invalid oauth token.
    Solution: The access token you used has expired. Kindly refresh your token and retry.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    You created the grant token using the wrong oauth scope.
    Solution: Use either ZohoCRM.settings.modules.READ or ZohoCRM.settings.modules.ALL scope to create a new valid grant token.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Solution: Unexpected and unhandled exception in the server. Please contact our support team.

Sample Response

Copied{
    "appointment_preferences": {
        "allow_booking_outside_businesshours": false,
        "deal_record_configuration": {
            "layout": {
                "name": "Standard",
                "id": "5545974000000091023"
            },
            "field_mappings": [
                {
                    "field": {
                        "api_name": "Owner",
                        "id": "5545974000000002555"
                    },
                    "type": "static",
                    "value": {
                        "name": "Patricia Boyle",
                        "id": "5545974000001170042"
                    }
                },
                {
                    "field": {
                        "api_name": "Amount",
                        "id": "5545974000000002557"
                    },
                    "type": "merge_field",
                    "value": "${!Services__s.Price}"
                },
                {
                    "field": {
                        "api_name": "Deal_Name",
                        "id": "5545974000000002559"
                    },
                    "type": "merge_field",
                    "value": "${!Appointments__s.Appointment_Name}"
                },
                {
                    "field": {
                        "api_name": "Closing_Date",
                        "id": "5545974000000002561"
                    },
                    "type": "merge_field",
                    "value": "${!Appointments__s.Appointment_Start_Time}"
                },
                {
                    "field": {
                        "api_name": "Account_Name",
                        "id": "5545974000000002563"
                    },
                    "type": "static",
                    "value": {
                        "name": "Morlong Associates",
                        "id": "5545974000000407007"
                    }
                },
                {
                    "field": {
                        "api_name": "Stage",
                        "id": "5545974000000002565"
                    },
                    "type": "static",
                    "value": "Closed Won"
                },
                {
                    "field": {
                        "api_name": "Currency",
                        "id": "5545974000000050013"
                    },
                    "type": "static",
                    "value": "INR"
                },
                {
                    "field": {
                        "api_name": "Pipeline",
                        "id": "5545974000000193001"
                    },
                    "type": "static",
                    "value": "Standard (Standard)"
                }
            ],
            "id": "5545974000002135059"
        },
        "show_job_sheet": false,
        "when_duration_exceeds": "mark_as_complete",
        "when_appointment_completed": "create_deal",
        "allow_booking_outside_service_availability": true
    }
}