View your scheduled appointments

The Appointment View lets you immediately see which technicians are assigned to your appointments each day.

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Appointment View is particularly useful for appointments which require more than one technician, as it allows you to immediately see all of the technicians that are assigned to an appointment.

To access Appointment View, simply click on the drop-down menu in the top right corner and select Appointment.

Select_Appointment_View.png

Use the arrows in the top left to browse past and upcoming days, while clicking on Today will bring you back to the current day.

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Hovering over each appointment opens a pop-up window showing details and assigned technicians.

To edit a job, simply click on it.

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To quickly create a new appointment, click on the scheduler and add the basic details such as date, duration, technician and start time.

 

Learn how to Create a new job.

Learn how to View your daily schedule.

Learn how to View your weekly schedule.


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