Overview
If you want to schedule multiple appointments for a single job, you can bulk create and edit them from the job record. This ensures you can quickly schedule job visits without having to create and edit them one by one.
Who uses this feature
Administrators, dispatchers, and customer service representatives (CSRs)
Applies to all business types
Applies to all trades
Things to know
When bulk scheduling appointments, the Start Date, End Date, Arrival Window, and Start Time are required fields if your account is configured to use Arrival Windows.
When bulk scheduling appointments, at least one day of the week has to be selected for each Schedule Card.
Bulk add appointments
To create several appointments for a job simultaneously:
Scroll down to Scheduled Appointments.
Click the Add Appointment dropdown.
Click Bulk Add Appointments. The Bulk Add Appointments screen opens.
Select a Start Date and End Date to create a date range for these appointments.
Fill out all the details for the Schedule Card. The Schedule Card represents one appointment for each day of the date range you select. Later on, you can choose to exclude certain days of the week within the date range you don't want to assign the appointment to. The Schedule Card includes:
Days of the week to create appointments for.
An Arrival Window.
A Start Time and End Time.
Technician(s) assigned to the appointments.
Special Instructions.
A toggle for sending booking confirmations to the customer.
(Optional) Click Add Appointment Schedule to create additional Schedule Cards. You can do this if you want to add a different appointment time range on the days you selected.
When you're finished, click Next.
Bulk edit Technicians, Special Instructions, or Booking Confirmation for each appointment as needed.
If there are any dates that you need to exclude and not create an appointment for, select them and then click Exclude Date.
When you're finished, click Complete.
All of the appointments are now scheduled for the job.
Bulk edit appointments
To edit several appointments for a job simultaneously:
Scroll down to Scheduled Appointments.
Click Bulk Edit. The Bulk Edit Appointments screen opens.
Select each appointment that you need to edit and select one of the following options:
Delete: Remove the appointment(s) from the job record.
Put On Hold: Put the On Hold status on the appointment(s).
Remove Hold: Remove the On Hold status on the appointment(s).
Note: Appointments with the Dispatched, Working, and Done statuses cannot be bulk edited and do not appear in this table.
If you'd like to reschedule appointments, click Move.
Enter how many days/weeks you want the dates to move by. Use negatives if you want the dates to be earlier.
Select any days of the week that you want to be excluded.
Select specific dates to be excluded.
Click Add another date if you want to have multiple exceptions.
When you're finished, click Move.
