How to add a diary appointment type [Video]

In this training video, you can learn how to add a new diary appointment type to installation appointments. This includes how to change the working week hours for each appointment type.

In Brief

• Navigate to Settings → Company Settings → Diary Appointment Types

• Click the + button to add a new appointment type and enter a name, choose the colour and choose whether this appointment can be assigned to surveyors, fitters or service engineers. Otherwise, make sure the Use Other Labour checkbox is ticked

• Click the Working Week button and choose the start and end times for each day for this new appointment type

• Open a personnel record by navigating to Settings → Personnel

• Select this new appointment type for specific personnel by ticking the Other Labour checkbox and choosing the new appointment type