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Add an appointment to an existing job

Book another appointment on a job you've already created, from the schedule or the job.

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Written by Yuli from Onsite

Book another visit on a job you've already created, so all the work stays on 1 job record.

Add the appointment from the schedule

  1. On web, in Schedule, select Add > Add an appointment. In the mobile app, on Home, select Book a job.

  2. Search for the customer, then select them.

  3. If you see Link existing job, select it. In the mobile app, this option is Link to a job.

  4. Choose the job for this appointment. Job cards show the address and the date of the last appointment. In the mobile app, after you choose the job, follow the steps on screen.

  5. Choose the Appointment type, date, and Start and End times.

  6. Select Assign team member, then choose the person.

  7. Review the details, then select Schedule.

Add the appointment from the job

  1. On the job, select Add > Appointments, then follow the steps on screen.

Related articles

  • Create a job and schedule its first appointment

  • Find appointments on your schedule

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