Creating Additional Appointments

You might need to schedule an additional appointment for a job appointment, service appointment, or service call, to account for additional – and possibly unexpected – work.

To create an additional appointment:

1. Right-click on:

   • An existing appointment on the Schedule Board.

   • An existing appointment in the Unscheduled Appointments section on the Schedule Board.

   • From the Customer Hub, on an appointment in the Open Appointments tab.

   • From the Customer Hub, on a service call in the Service Calls tab.

2. Choose New Appointment. 

   If you are creating the appointment from the Customer Hub, you will need to click on the Schedule tab to access the Create Appointment window.

3. 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 date/time picker. See Using the Date/Time Picker for more information.

4. Enter any additional information as needed.

5. Choose Save to add the appointment to the schedule.

6. You can update the appointment by either dragging and dropping or you can double-click the appointment.