Adding a New Appointment (Mobile)

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.

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.