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1. Choose the Appointment Type of Service Call.
2. Choose the Service Call.

3. Choose the Resource, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled. 

4. Enter a Description.
5. Choose the Appointment Status.

6. The Start Date defaults to today's date and midnight. You can edit the date and time. 

   Note
   The time defaults in if you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

7. The End Date defaults to today's date.
8. Enter the Estimated Hours.
9. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.

10. Mark the weekend days to Skip from scheduling appointments. Both Saturday and Sunday default as marked to skip. 

11. Choose Create. 

12. Review the validation window, then choose to continue or cancel the process. 

    Note
    If the Start Date is scheduled for a weekend day that you have marked to skip, the appointment will be scheduled for the first available a message displays and you will need to change the Start Date or remove the checkmark to allow scheduling on the Start Date weekend day.

    
    

Job Appointment

1. Choose the Appointment Type of Job.
2. Choose the Job Number.
3. Choose the Cost Code.
4. Choose the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.
5. Enter a Description.
6. Choose the Appointment Status.

7. The Start Date defaults to today's date and midnight. You can edit the date and time. 

   Note
   If you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

8. The End Date defaults to today's date.
9. Enter the Estimated Hours.
10. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.
11. Mark the weekend days to skip from scheduling appointments.
12. Choose Create.

13. Review the validation window, then choose to continue or cancel the process.

    Note
    If the Start Date is scheduled for a weekend day that you have marked to skip, a message displays and you will need to change the Start Date or remove the checkmark to allow scheduling on the Start Date weekend day.

    
    

Technician Activity

1. Choose the Appointment Type of Technician Activity.
2. Choose the Activity ID.
3. Choose the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.
4. Enter a Description.
5. Choose the Appointment Status.

6. The Start Date defaults to today's date and midnight. You can edit the date and time.

   Note
   If you are accessing the Appointment Wizard from an empty cell on the Schedule Board, the time defaults from the time cell that you right-clicked on. The time is editable.

   
   

7. The End Date defaults to today's date.
8. Enter the Estimated Hours.
9. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.
10. Mark the weekend days to skip from scheduling appointments.
11. Choose Create.
12. Review the validation window, then choose to continue or cancel the process.