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1. From the schedule board, right-click on a resource, any appointment/activity, or anywhere on the schedule board.
2. Choose Appointment Wizard.
3. 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.
4. Choose the Appointment Type:
   

   Table of Contents

Service Call Appointment

Continuing from the steps above for creating a single or recurring service appointment:

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