Table of Contents
Appointment Templates
Appointment Types
Appointment Reminders
Appointments Training Video
You can create appointments that will:
- Show in the Calendar tab
- Sync to your Google Calendars
- Send appointment confirmation emails to customers/contacts
- Last all day or over multiple days
You can find the New Appointment button on the Customer Detail page or the Calendar link on the main link bar.
Just fill out the short form:
Appointment Templates
To edit the message that gets emailed to the customer, head to Admin > PDF/Email Templates > Email Templates, then find the following two Appointments Emails:
You can view your entire list of Appointments from the user menu as well
That list looks like this
They show up on the calendar like other items already do:
If you have sync enabled for your account, when your appointments are created they will show up on your Google Calendar as well.
You can view a fullscreen view of the Calendar by going to (your subdomain).syncromsp.com/field_jobs/calendar.
Note: The calendar integration does provide a 2-way sync (if enabled).
Appointment Types
Appointment Types can be used to differentiate between -for example- Onsite, In-Shop, Phone Call, Web Meeting, etc. They will automatically select the appropriate address/note for the "Location" field in your calendar, and they can also drive custom instructions to be sent to your customer.
We default 3 types for all accounts, and you can change how they work completely. The default way you use them is just select the type on the new appointment page.
You can change these Appointment Types by navigating to Admin > Appointment Types:
Editing an Appointment Type:
Name: Name the Appointment Type
Location Type: Choose where the appointment will be held
Customer's Address: Pulls in the address from the assigned customer's account
Our Physical Address: Pulls in your stored physical address
Pre-Defined: Allows you to manually enter an address
Manual Entry: Allows you to enter an address at the appointment creation
Appointment Reminders Schedule: Choose to add an appointment reminder for your customer's (learn more below)
Appointment Buffer: Add buffer timing between appointments to avoid them from overlapping
Automatic Trip Charges: Automatically adds a ticket charge for the linked product any time the appointment type is used within a ticket appointment.
Appointment Instructions: Each appointment type has an optional "Instructions" text that can be modified by you to provide detailed instructions based on the appointment type. For example, you could describe how and where to park, or send meeting information for zoom/gotomeeting/etc.
This text will be incorporated into the "Ticket Appointment Email" or "Non-Ticket Appointments Email" template wherever you insert the {{appointment_instructions}} tag.
Appointment Reminders
Head to Admin > Appointment Reminder Schedules to start.
On the next screen you will see a list of active reminder schedules. Click the New button to create a new schedule.
You will be presented with options around when reminders should be sent out. There is also an option for sending SMS reminders (and setting a custom SMS template).
