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The appointment wizard helps you to quickly create single or recurring activities or job/service appointments for technician(s), a technician team, or a service area. Appointments created with the appointment wizard are assigned a Group ID. You can use the Group ID to view related appointments from the Service Appointment, Service Call, and/or Job Appointment windows. See Viewing related appointments for more information.

1. From the schedule board, right-click on a resource, any appointment/activity, or in an empty cell 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. 

     Note
     The technician name defaults in if you are accessing the Appointment Wizard from the Schedule Board. If you select a service call or job that the technician does not have access to (based on Global Filtering), the Resource field is cleared so that you can choose the appropriate technician. You can edit or add additional technicians from the Resource drop-down.

     
     

   • 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:
   

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