Creating a Service Appointment via Appointment Calendar

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Service > Advisor > Appointment Calendar

Inside the Appointment Calendar screen:

1. Select the [New] button in the Action Ribbon.

2. Fill in any applicable fields.

3. Select the [Quick Add] or [New] button.

4. Input an OpCode, Concern, Technician, Account Code, and Labor Hours, where applicable.

5. Select the [Save] button in the Action Ribbon.

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Inside the Appointment Calendar screen:

1. Double click on the corresponding line/time slot.

2. Fill in any applicable fields.

3. Select the [Quick Add] or [Add] button.

4. Input an OpCode, Concern, Technician, Account Code, and Labor Hours, where applicable.

5. Select the [Save] button in the Action Ribbon.