Adding a New Appointment (Mobile)

  1. 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.

  2. 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.
  3. Optionally, specify any notes regarding the appointment.
  4. Select Create.
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