Setup Scheduling and Appointments

Different options for managing Scheduling and Appointments

Access the following using Correspondence from the Main Menu.

  1. Assignee Scheduling - add an individual time block for an assignee and/or create a recurring Weekly Schedule.
  2. Calendar Defaults - settings to manage the default behavior of the Calendar.
  3. Reasons - setup reason why an Appointment has a certain Status.
  4. Routes - setup geographically related areas to specify on Appointments. This is to minimize travel providing customer service.
  5. Statuses - specify Statuses available for Appointments.
  6. Types - specify different types of Appointments