This article explains how to re-assigning appointments on the scheduler. Re-assigning to available Techs/Advisors is as easy as dragging and dropping events.
Users should have access to the Service Scheduler and have permission to View/Edit service appointments.
For this example, Bill Dollar has discussed service options with his customer Jeff Haynes and needs to extend the set appointment.
Two things that need to happen
- The current appointment for Jeff Haynes needs to be extended past 10:30.
- The 10:00 appointment for Earnest Cunningham needs to be re-assigned to Brock Coleman.
Working from the Scheduler Tab.
Hover your cursor over the appointment to be moved and click and hold the left mouse button. It is not displayed in the screen shot, but a small hand icon will appear as you start to drag the appointment.
The appointment will display as a shadow as long as the mouse button is held. Simply release the mouse button and drop the appointment in the new time slot.
The Scheduler will automatically re-assign the Technician and appointment time.
With the appointment for Earnest re-assigned, continue by expanding the time duration for Jeff. Simply hover the cursor over the bottom edge of the appointment box on the scheduler. This same technique can be performed over the top edge of the box to expand an appointment earlier in the day.
A small black arrow will display. Click and hold the mouse button while you expand the appointment. For this example, the small black arrow is not visible but the shadowed appointment is displayed. Release the button to set the new time duration.
The Scheduler should now reflect the changes made by dragging and dropping the appointments.
Learn how to Create a Repair Order from the Appointment.