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Appointments
Book, update, and complete scheduled visits.
Articles in this category
9 resultsAvailable5 min read
Book an appointment
Add a scheduled visit with the correct client, services, and technician preference.
AppointmentsAvailable4 min read
Start and complete a service
Keep the floor board accurate as work moves from assigned to complete.
AppointmentsAvailable5 min read
Edit an appointment
Complete edit an appointment in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Reschedule an appointment
Complete reschedule an appointment in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Drag and drop an appointment
Complete drag and drop an appointment in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Use day, week, and month views
Complete use day, week, and month views in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Resolve an availability conflict
Complete resolve an availability conflict in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Create blocked time
Complete create blocked time in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
AppointmentsAvailable5 min read
Confirm an appointment
Complete confirm an appointment in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
Appointments