How to add an appointment to your schedule…

How to add an appointment to your schedule…

Add an appointment:

  • Click ‘Schedule from you dashboard
  • Click ‘TASK’ 
  • In task window there is a form
  • Title: add appointment name
  • Description (optional)
  • Assigned To: Click ‘NONE’ and a list of employee names will drop down chose you name
  • Date: make sure the date is correct in the next section
  • Time: update the appointment time
  • Box to the right: click single time, time range or all day option
  • Click ‘Save’ at the bottom

Now you want to go out into calendar and see if it looks right

Most employees get this wrong. It is not ‘APPOINTMENT’ IT’S ‘TASK’ that we use. Works better

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