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- From the schedule board, right-click on a resource or , any appointment/activity, anywhere on the schedule board.
- Choose Appointment Wizard.
- Mark the radio button for who you are creating this activity/appointment for.
- All
All technicians will be assigned. - Technician
One or more technicians selected will be assigned. You can also choose UNASSIGNED. - Technician Team
All technicians within the selected team will be assigned. - Service Area
All technicians within the service area selected will be assigned.
- All
- Choose the Appointment Type:
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