Adding a New Appointment (Mobile)
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Open the New Appointment - Service form in one of these ways:
- Select New Appointment on the Appointment Detail - Service form.
- Select Create Appointment on the Calendar - Service form.
The reference number and a description are displayed by default. If the form is opened from the Calendar - Service form, the reference is blank and will be treated as a Miscellaneous reference. If the form is opened from the Appointment Details - Service form, the current reference is used.
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Specify this information:
- Appointment Type
- Select the type of appointment that you want to add.
- Appointment Status
- Select the status that you want to apply to the appointment.
- Appointment Start
- Select the date and time when you want the appointment to start.
- Hours
- Specify the number of hours that are required for the work.
- Optionally, specify any notes regarding the appointment.
- Select Create.
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