Copy an appointment

Copy an appointment to schedule a similar visit without starting over.

Copy an appointment

1. Open the appointment.

2. Open the actions menu and select Make a copy.

   A new appointment opens with the original’s customer, job, date and time, type, and description filled in.

3. Change any details as needed.

4. Select Save appointment.

5. Select Confirm.

The copy is a separate appointment. The original isn’t changed.

To schedule the same visit on several dates at once, see Schedule an appointment on multiple dates.

Related articles

• Create and edit an appointment
• Schedule an appointment on multiple dates