You might need to schedule an additional appointment for a job appointment, service appointment, or service call, to account for additional – and possibly unexpected – work.
To create an additional appointment:
Right-click on
the:
An existing appointment on the
Schedule Board.
An existing appointment in the unscheduled list
.
From the Customer Hub, on an appointment in the Open Appointments tab.
From the Customer Hub, on a service call in the Service Calls tab.
Choose Create New Appointment.
- The Start Date defaults to the date of the original appointment. You can either manually enter the date and time or you can use the calendar.
To use the calendar:- Choose the date in the field and then choose the correct date in the calendar.
- At the bottom of the calendar, choose the hour to display a pop-up of hours. Choose the minutes to display the minutes in increments of 15.
- Enter any additional information as needed.
- Choose Save to add the appointment to the schedule.
- You can update the appointment by either dragging and dropping or you can double-click the appointment.