Managing complex maintenance tasks just got easier! With the new Multi-Appointment Melds feature, you can effortlessly schedule multiple appointments for the same job, ensuring every step is covered without any hassle. Whether it's a multi-day project or an unexpected follow-up, you can seamlessly add new appointments to an open meld without overwriting the original schedule—no need to start from scratch. Keep things organized, efficient, and on track with this powerful new tool designed to make your job easier!
How to Create Additional Appointment(s)
Step 1:
Click Melds and then click to open the "In Progress" Meld you would like to add an additional appointment(s).
NOTE: You can only add additional appointments to an "In Progress" meld that has already been scheduled and not closed.
Step 2:
Click Add Appointment.
Step 3:
On the right side, click Add Another to add an additional appointment date and time.
Step 4:
Click into the Calendar and Time
to add the date and time for the additional appointment on this meld, then click Schedule.
The additional appointment will now display in your calendar, and you will see the past appointment date(s) and time(s) in bottom right corner.
From the meld detail page, you can now click forward arrow or back arrow
to see each appointment for your multi-appointment meld. You will also see your original appointment and any new appointments further down on left-side of the meld detail page.