Appointments can be made in the ticket editor in the appointments section as explained in the article, Using the Ticket Editor or within the Schedule. This article will explain how to create appointments using the Schedule.
Using the Ticket Search Widget
The ticket search widget is always available on the schedule display. Tickets that match the search criteria of the selected search in the dropdown at the top of the widget will be displayed in a list. You can create new searches in the work display and they will be available in the dropdown for use.
Appointments are created in the appointment dialog. There are two ways to display the appointment dialog on the schedule display.
- Click on a ticket in the ticket search widget
- Drag a ticket from the ticket search widget over the calendar and drop it on the day of the appointment.
To change the date of the appointment, click on the date in the appointment time bar.
If the appointment will take more than a single day, click on the end date to change it accordingly.
If the appointment is for a whole day or you want to save the date but have not yet finalized the time of the appointment, click on the “All Day” checkbox. This will hide the time selectors from the appointment time bar.
If you need to specify the start and end time of the appointment, click on the time fields in the time bar and set them.
After setting the appointment dates and times you can also assign employees to the appointment in the attendees section.
You select an attendee by typing in their name in an open attendee box. If you need to add additional attendees, click the to add additional attendee fields. As you type the users who most match what you are typing will show below the box. You can select one of those users at anytime by clicking on their name or by using the keyboard up/down arrows to highlight the correct user and pressing the ENTER key to select.
Tip: To quickly select the first result press the ENTER key.
Use the notes field if you have any additional information specific to the appointment or special instructions then click the button to create the appointment. The appointment dialog will close and the schedule will be updated with your new appointment.