Add another appointment to a Meld

Give a Meld more than one appointment when the work takes more than one visit, such as a repair that runs over several days or a follow up visit. The new appointment is added to the Meld. The appointments already on it stay as they are, and the Meld status does not change.

A Meld is a maintenance request in Property Meld. An appointment is the scheduled time for the work on a Meld. A Maintenance User is one of your own technicians.

• Who this is for: Property Manager, Maintenance Coordinator / Dispatcher, Maintenance Supervisor
• Applies to: All customers
• Access needed: a staff user with the Schedule Melds permission and access to the Meld's property groups.
• Why it matters: you keep every visit for the job on one Meld, with one history, instead of making a new Meld for each visit.

Before you start:

• The Meld must be In Progress and already have at least one appointment. Completed, closed, and canceled Melds cannot get new appointments.
• If the Meld is assigned to a Vendor, the Vendor must accept it and it must be scheduled first. See Accept and schedule a Meld for a Vendor.

How do I add another appointment to a Meld?

To add an appointment to a Meld that is already scheduled:

1. Click Melds in the left menu and open the Meld.
2. Click Add Appointment at the top of the Meld. Calendar opens with the Meld's assignee selected and the Meld's scheduling details in the right panel.
3. If the Meld has an upcoming appointment, click Add Another under it. A new Date and Time row opens, such as Date and Time #2. If all of the Meld's appointments are in the past, a blank Date and Time #1 row is already open, so skip this step.
4. Enter the date, the start time, and the end time for the new appointment. You can also click 2 hours, 4 hours, or 8 hours to set the end time from the start time.
5. Click Schedule.

What you'll see: a "Meld scheduled" message. The Meld stays In Progress. The new appointment shows on the Calendar. Past appointments, if any, are listed under Previous Appointments in the right panel.

To drop a new row before you save it, click Remove next to it. Remove shows only on new rows. To cancel a saved upcoming appointment, use the close icon (a circle with an X) next to its row.

Who is told about the new appointment:

• Residents on the Meld get an email that says "An additional appointment has been scheduled", with the new time and a calendar file, plus a text and an in app notice, based on their notification choices.
• Staff get an email and an in app notice. If the Meld has watchers, the watchers are told. If not, the Maintenance Users on the Meld and the staff with the View/Edit/Reassign Melds permission in its property groups are told. Maintenance Users who use the Property Meld mobile app also get a "New Appointment Added" push notice.
• On a Vendor's Meld, the Vendor gets an email and an in app notice.
• The Owner is told only if owner notices are on for the Meld and the Owner's access level allows it.

If it didn't work:

• If you do not see Add Appointment, check that the Meld is In Progress and already has an appointment, and that your role has the Schedule Melds permission. If you see Reschedule there instead, adding appointments is not on for your account.
• If you see "Please enter a starting time" or "Please enter an ending time", fill in both times on the new row and click Schedule again.
• If you see "You do not have permission to view this Meld, as you are not in one of this Meld's property groups.", ask an admin on your account for access to the Meld's property group.
• If you see "Meld not scheduled", try again. If it keeps failing, contact Property Meld support.

How do I add an appointment by dragging it on the Calendar?

You can also add an appointment from Calendar:

1. Drag the Meld onto the row of a Maintenance User or Vendor who is already assigned to it, at the start time you want.
2. In the window that opens, click the Add Appointment tab if you see tabs. The window reads Are you sure you want to add an appointment to this Meld?
3. Click Add Appointment.

What you'll see: a "Meld scheduled" message, and the new appointment on the calendar. To drag a Meld onto the calendar for the first time, see Assign, schedule, or reschedule a Meld by dragging it on the Calendar.

How do I see every appointment on a Meld?

To see each appointment on a Meld with more than one:

1. Open the Meld. The appointment card shows one appointment at a time, with Appointment 1 of 2 (or similar) under it. On a Maintenance User's Meld with more than one appointment, the card reads Appointments scheduled for this Meld:. On a Vendor's Meld, it reads This Meld has been scheduled!
2. Click the left or right arrow on the card to move between appointments. The card opens on the next upcoming appointment, and the count includes past appointments.
3. Scroll down the Details tab. Scheduled Dates lists appointments that have not started yet. Previous Appointments lists appointments that have ended, and the heading still shows when the list is empty. An appointment that is happening right now shows in neither list. Canceled appointments are not listed.

To change or cancel one appointment, go to it on the card and click Reschedule or Cancel. Both act only on the appointment shown, and show only for upcoming appointments. Reschedule opens Calendar so you can pick the new time. Cancel opens Cancel Appointment. Click Yes, cancel appointment to confirm.

What you'll see: after a cancel, an "Appointment canceled successfully" message. The Meld stays In Progress while it has any other appointment, past or upcoming. The Maintenance User stays assigned.

Limitations and things to know

• On a scheduled Meld, you add one new appointment at a time. Click Schedule before you add the next one.
• Each appointment goes to every Maintenance User assigned to the Meld. You cannot give one appointment to a different Maintenance User.
• A new appointment must start and end on the same day, and can be up to 8 hours long. The date and time pickers start at today and the current time.
• Property Meld does not warn you if two appointments on the same Meld overlap.
• On a Meld with more than one upcoming appointment, drag a single appointment in Calendar to move it. Dragging the Meld itself does not reschedule it. Only upcoming appointments can be moved.
• To check when a Maintenance User is free before you add an appointment, see Check a Maintenance User's availability on the Calendar.

FAQ

Can I schedule several appointments the first time I schedule a Meld?

Yes. In the Calendar right panel, enter the first appointment under Date and Time #1, click Add Another for each extra appointment, and fill in each row. Then click Schedule. Every row with a start time is saved as its own appointment.

Can I add another appointment to a Meld assigned to a Vendor?

Yes, after the Vendor accepts the Meld and it is scheduled. Use Add Appointment on the Meld, or drag the Meld onto the Vendor's row. Vendors can also add their own appointments. See How to Accept & Schedule Multi Appointment Melds for Vendors.

What happens to upcoming appointments when I complete or cancel the Meld?

Completing or canceling the Meld does not cancel its upcoming appointments, and no appointment cancellation notice is sent. Calendar stops showing appointments that start after the Meld was completed or canceled, and the appointment card no longer shows on the Meld. To send a cancellation notice for a visit, cancel that appointment before you complete the Meld.