Sales
How to set an appointment in a work order?
- Click on “Work Orders” from the main dashboard.
- Click on “Work Orders”.
- Click on the required work order.
- Click on “Schedule Appointment”.
- Enter the required details as below:
- Date: Set the date of the appointment.
- Time: Set the time of the appointment.
- Duration: Enter the duration of the appointment.
- Actions: select the required action.
- Notes: Enter notes for the appointment.
- Share With Client: Tick this box to share the appointment with clients.
- Recurring: Tick this box to make this appointment recurring as below:
- Frequency: Select the frequency for the recurring appointment.
- Date: Enter the end date for the appointment.
- Click on “Save”.