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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:

  1. Right-click on the existing appointment on the schedule or in the unscheduled list, choose Create New Appointment.
  2. 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:
    1. Choose the date in the field and then choose the correct date in the calendar.
    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.
  3. Enter any additional information as needed.
  4. Choose Save to add the appointment to the schedule.
  5. You can update the appointment by either dragging and dropping or you can double-click the appointment.