Managing complex maintenance tasks just got easier! With the Multi-Appointment Melds feature, you can accept and create multiple appointments for the same job, ensuring every step is completed efficiently—without disrupting your existing schedule.
What Are Multi-Appointment Melds?
Multi-Appointment Melds allow you to accept or set up multiple appointments within a single "In Progress" meld. Whether you're working on a multi-day project or need a follow-up visit, this feature ensures you can schedule additional appointments without overwriting the original schedule.
How to View Additional Appointments
Step 1:
Click to open an "In Progress" Meld.
Step 2:
Refer to area highlighted for Upcoming Appointments and Previous Appointments.
NOTE: Previous Appointments will be an appointment where the scheduled time is in the past.
Step 2a:
If needed, click Reschedule to adjust the scheduled time for any upcoming appointment or Cancel to cancel the appointment.
How to Create Additional Appointments
Step 1:
Click to open an "In Progress" Meld.
Step 2:
Click and then click Add Appointment.
Step 3:
Click the time and day for additional appointment, and then click SCHEDULE.
See additional appointment under Upcoming Appointments.
Why Use Multi-Appointment Melds?
✅ Stay Organized – Keep all related visits under one meld instead of creating multiple separate ones.
✅ Improve Efficiency – Easily schedule follow-ups without needing to start from scratch.
✅ Reduce Miscommunication – Maintain a clear record of all scheduled appointments within the same meld.
With Multi-Appointment Melds, you have the flexibility to manage jobs of any size while keeping everything streamlined and hassle-free. Start using this feature today to enhance your workflow and ensure every task gets completed smoothly!