Create and edit an appointment

Schedule appointments for customers, with or without a linked job.

Create an appointment

1. Select Calendar > New appointment.

2. Choose the customer (required).

3. Set the Appointment date, Start time, and End time (required).

   To fill in your company’s standard working hours, select All day.

4. Add optional details, such as the appointment type, description, location, or assigned users.

5. To link a job, select Job, then choose Add to existing or Create new.

6. Select Save appointment.

7. Review the confirmation, then select Confirm.

The confirmation includes options to notify the customer and assigned users. A customer without an email address can’t be notified.

Create an appointment from a job or customer

• From a job: Open the job and select Appointments > New appointment. The customer and job are filled in for you.
• From a customer: Open the customer and select Appointments > New appointment. The customer is filled in for you.

Edit an appointment

1. Open the appointment.
2. To change the description, select Edit description.
3. To change other details, open the actions menu and select Edit.
4. Make your changes, then select Save appointment.
5. Select Confirm.

Move an appointment to another job

In the editor, choose a different customer or job, then save. The appointment moves to that job’s appointments.

Related articles

• Reschedule an appointment
• Assign users to an appointment
• Schedule an appointment on multiple dates
• Create and edit appointment types