Scheduling Multiple Partners on a Single Appointment

You can schedule multiple partners on a single appointment.

Schedule them in these ways:

  • On the Schedule Appointments form, you can add team members to an appointment in the Team Appointments grid.
  • On the Partner Selection form, you can select multiple partners to assign to an appointment.
  • On the Dispatch Scheduling form, you can select multiple partners in the Select Partners To Dispatch grid.
  • On the Multi-Day Scheduling form, you can manually specify multiple partners in the Partners grid, or click Partner Selection to add multiple partners.
  • On the Schedules form, you can right-click on an appointment in Scheduling board and select Add Additional Partners.