Add a form to an appointment

Add a form from your templates to an appointment.

Forms belong to a job. If the appointment isn’t linked to a job, link one first. See View and manage an appointment.

Add a form to an appointment

1. In Schedule, open the appointment and select Forms.
2. Select Add form.
3. In Select form, search for or choose a template.
4. Select Save progress.

The form is added to the appointment. It also appears in the job’s forms.

View an appointment’s forms

In the appointment, select Forms. The tab lists the forms added to this appointment, not every form on the job.

Related articles

• Add a form to a job
• Fill in and save a form
• View and manage an appointment