Page Comparison

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1. Right-click on:

   • An existing appointment on the Schedule Board.

   • An existing appointment in the Unscheduled Appointments section on the Schedule Board.

   • 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.

2. Choose New Appointment. 

   Note
   If you are creating the appointment from the Customer Hub, you will need to click on the Schedule tab to access the Create Appointment window.

   
   

3. 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 calendardate/time picker. See Using the date/time picker for more information.
   To use the calendar:
   1. Choose the date in the field and then choose the correct date in the calendardate/time picker.
   2. 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. See Using the date/time picker for more information.
4. Enter any additional information as needed.
5. Choose Save to add the appointment to the schedule.
6. You can update the appointment by either dragging and dropping or you can double-click the appointment.