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 to add multiple partners.
- On the Schedules form, you can right-click on an appointment in Scheduling board and select .