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Create additional appointments
Create additional appointments
You might need to schedule an additional appointment for a job appointment or service call to account for additional – and possibly unexpected – work.
You create an additional appointment by right-clicking on an existing appointment for the service call.
To create an additional appointment:
- Right-click on the existing appointment on the schedule or in the unscheduled list, 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.