What is appointment bundling in FSL and how is it configured?
Suggested answer
Appointment bundling groups multiple Service Appointments into a single technician visit, reducing travel overhead when multiple jobs are in close proximity. Configuration:
1. Create a Bundle Policy that defines bundling criteria — maximum bundle size (number of appointments), maximum total duration, same-day requirement, and geographic radius.
2. Enable Appointment Bundling in FSL Settings and assign the Bundle Policy to relevant Scheduling Policies.
3. When the optimizer runs, it evaluates appointments that meet the bundle criteria and groups them into a Bundle Work Order.
4. Same-Day Bundling is the most common pattern — grouping nearby appointments that can all be serviced in a single technician day trip. Bundled appointments share a single Service Appointment parent record, and the technician visits them sequentially.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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