Create and edit an appointment

Schedule appointments and update them as plans change.

Create an appointment

1. Open Schedule and start a new appointment.
2. Select a customer.
3. Choose the date, start time, and end time. To fill in your account’s full-day hours, select Set full day.
4. Add optional details, such as a type, description, location, and job.
5. Save the appointment, then confirm.

A customer, date, start time, and end time are required. The end time must be after the start time.

You can also start an appointment from Home: open the create menu and select Appointment.

Note: If you close an appointment without saving, select Keep working to continue or Discard to leave without saving your changes.

You can also start an appointment from a job. The appointment uses the job’s customer and address. See Manage a job and its related records.

Set an appointment’s details

Detail	What you can do
Customer	Select the customer.
Date and time	Choose the date, start time, and end time, or select Set full day.
Type	Choose an appointment type. See Appointment types.
Description	Add more information.
Location	Choose a location.
Job	Link one of the customer’s jobs, or select Clear to remove it.

An appointment doesn’t need a job. If you change the customer, the job selection is cleared.

Edit an appointment

1. Open the appointment, open its options, and select Edit.
2. Update the details.
3. Save your changes, then confirm.

To change only the date or time, see Reschedule an appointment.

Related articles

• Reschedule an appointment
• View and manage an appointment
• Duplicate an appointment
• Appointment types
• Manage a job and its related records