Dashboard > Dispatch > Appointments Tab
Getting Started
In the "Appointments" tab of the Dispatch module, similar to the other tabs like People, Project, and Schedule, you can add an appointment. Here, you'll find the Current Date Section, Calendar Functionality, and Date Range Display. The key difference is that this tab is split into two tables.
On the left table, you'll see a summary of appointments for the chosen date range. Meanwhile, the right table provides detailed information on the selected appointment. If there's no selected appointment, this space will display the "Add Appointment" button along with a message prompting you to create an appointment to begin working with the schedule.
Adding appointments
When you're making a new appointment in the "Appointments" tab, there are two simple ways to do it.
Locate the symbol marked with a "+" on the left table and click it. This action will display the "Add Appointment" page on the right side of the table.
OR
On the right table, if there is no appointment selected, you will see the "Add Appointment" button. Click on this button, and the right-side table will transition to the "Add Appointment" page.
Next steps:
In both cases, a window will appear where you can fill in the Date Range (for multi-day appointments), Start Time, and End Time.
Attach Projects: Choose the relevant project for the appointment. If you have numerous projects, you can "Filter by managers" or "Search by name or address".
Attach Tools: Include tools in the appointment. A handy “Search by tool name” is available if you have an extensive list of tools. Please note that attaching a tool to the appointment does not automatically assign the tool to the project.
Finally, don't forget to click the "Save" button to ensure your appointment is recorded.