Booking and managing appointments

Booking and editing scheduled work requires the time tracking: create and time tracking: edit permissions respectively.

Schedule new work

1. From the Schedule page, choose Schedule work.
2. Enter a title, a start time and an end time — all three are required, and the end must be after the start.
3. Optionally choose the agent (defaults to you), a ticket, a company, a location, travel time in minutes and the on-site flag.
4. Save. The entry is created with status scheduled.

The ticket picker lists open and in-progress tickets (including those waiting on the customer or a third party).

Edit an appointment

Open an entry's Edit form to change its agent, times, ticket, company, location, travel time or on-site flag.

Complete or cancel

• Complete — mark the work completed and optionally add completion notes.
• Cancel — set the entry to cancelled; it then drops out of the calendar views.

Scheduling, updating, completing and cancelling are all recorded in the audit log.