Create An Appointment In Routible

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Creating An Appointment In Timeline View

  1. Specific time for specific user
  2. Double click on ‘open time slot for driver’
  3. Fill out customer information
  4. Add jobs (optional)
  5. Add notes (optional)
  6. Lock appointment (optional)

Note: Locking an appointment will prevent appointment from being edited by the routing engine and drag & dropping.

Creating A Queued Appointment

  1. Click on queue
  2. Select: Morning, Afternoon, or Evening
  3. Click +Add
  4. Fill out customer information
  5. Add jobs (optional)
  6. Add notes (optional)

Note: Time slots must be pre-configured by SuperAdmin users