Creating Appointments

Schedule appointments with clients, link them to jobs, assign team members, and set reminders so nothing falls through the cracks.

Create an Appointment

  1. Open the Agenda

    Navigate to the Agenda screen from the main menu.

  2. Tap the Add Button

    Tap the + button to create a new scheduled event. The event editor opens.

  3. Enter a Title

    Give the appointment a name (e.g., "Site inspection", "Client meeting").

  4. Set Date and Time

    Choose the start date and time. Optionally set an end time or duration.

  5. Add a Client

    Select the client this appointment is for. This enables reminders and links the event to the client's history.

  6. Save

    Tap Save to add the appointment to your calendar.

Tip: You can also create appointments directly from a job by adding a scheduled event from the job screen.

Appointment Details

Each appointment includes the following information:

Field Description
Title Name or description of the appointment.
Start / End Date and time for the appointment. Set both for a time range.
Client The client associated with this appointment.
Property The client's property or location for the visit.
Assignee The team member or group assigned to this event.
Comments Notes or instructions for the appointment.

Reminders

Set reminders to get notified before an appointment starts. Two reminder options are available:

📅

1 Day Before

Receive a reminder 24 hours before the appointment.

⏲

30 Minutes Before

Receive a reminder 30 minutes before the appointment starts.

Enable one or both reminders using the checkboxes in the event editor. You can also enable both for a two-stage reminder.

Note: Reminders require a client to be selected on the appointment. If no client is assigned, the reminder checkboxes will be disabled.

Appointment Status

Each appointment has a status that reflects where it stands in the scheduling process.

Status Meaning
Scheduled The appointment is set and appears on the calendar.
Confirmed The client has confirmed the appointment.
To Confirm The date and time need confirmation before proceeding.
To Schedule A schedule link was sent to the client. Waiting for them to pick a time.
Canceled The appointment has been canceled.

Change the status from the status menu at the top of the event editor.