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Creating Appointments Within an Order
Creating Appointments Within an Order

Adding the Appointment Control to your Order Form

Nayla Avalos avatar
Written by Nayla Avalos
Updated over a week ago

There are times you must schedule an appointment from within an order, such as setting a time and date for your Sewer Scope inspector to attend, or if you would like to set up a Consultation appointment before the inspection. This can be accomplished by adding Appointments to your Order Form!

Here are the steps:

1. Setting it up:

First, navigate to Settings > Office Settings > Customize Order Form

Within your Control Settings, click on the +Add Control button found on the upper left side to create the tab title you will see in your Order Form

Give it a name and click Save!

Once added, you will find it at the bottom of your Control list, click Controls

Note: You can always re-arrange your controls tabs by clicking & holding the three greyed-out lines on the far left, up or down)

Then, click on + Add a Control found on the upper left side, then click the Type drop-down and select Appointments. Be sure to select Update Control!

Now you have successfully added the Appointments control to your order form! YAY!

2. How to use it

When creating a new order, you'll find the tab for Appointments that you have just created and click on +Add Appointment!

Now, this is the fun part! Creating the Appointment!

We have created three drop-down appointment options (Sewer, Consultation, and Other). Select the Appointment type, who will be responsible, date & time, view the responsible person's calendar availability, and any note you require! It is important to note, the drop-down appointment options are not able to be changed or added.

Don't forget to Save!

All Appointments will connect and display on the Calendar events and on the Order View.

Order View:

Agenda Calendar View:

Now you have successfully created a new appointment in your Order Form! Yay you!

Here is a quick Run-Down! Just in case! πŸ˜‰

If you have any questions, please send us a chat, email or call us at (800) 700-8112!

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