Creating an appointment

An appointment is one job for one client: what needs to be done, where, and roughly when. Creating one takes a minute.

This article covers the creation itself. Booking the actual visits into the calendar is the next step. See the scheduling article.

Before you start

Two things make this quicker:

  • The client should exist under "Clients", with the address where the work will happen.
  • The services you want to add should exist in your catalog. See the services article.

Step by step

  1. 1
    Click "New Appointment"

    Open "Appointments" in the sidebar on the left, then click the "New Appointment" button in the top-right corner of the page. The "Create Appointment" dialog opens.

  2. 2
    Choose the client and address

    In the "Client Information" section, open the "Client" dropdown and pick who the job is for, then open "Service Address" and pick the place where the work will happen. If the client has several addresses, they are all listed, so choose the right one.

  3. 3
    Add the services

    Under "Planned services", click "Add line" and a new row appears. Pick a service in it; its price and duration fill in automatically. Set the quantity ("Qty") if there is more than one. Add as many lines as the job needs.

    The Create Appointment dialog with a client selected and planned services added
    Creating an appointment for Charlotte Hughes: planned services with amounts, prices and times.
  4. 4
    Check the totals

    The "Totals" row under the last service line adds up the price and time of all lines. The total time is how much calendar time the job will need.

  5. 5
    Set a planning window (optional)

    In the "Scheduling" section, under "Planning window", pick a "Start date" and an "End date" if the job should ideally happen between certain dates. You can leave both empty.

  6. 6
    Add notes and save

    Write anything the team should know into the "Additional Notes" box, for example "Call before arriving, the intercom is broken." Then press the "Create" button at the bottom of the dialog.

What happens after saving

The new appointment appears in the "Appointments" list with "Not Scheduled" in its "Status" column: it exists, but no visit is booked yet. The list itself does a lot of work for you, with tabs, filters and bulk actions; see working with the appointments list.

The appointments list showing the new appointment with the Not Scheduled status
The new appointment in the list, with status "Not Scheduled", waiting to be booked.

It also joins the "Not Scheduled Appointments" panel on the Calendar page. Click the small arrow tab at the right edge of the screen to slide the panel out (the orange counter on the tab shows how many appointments are waiting). How to book it, by dragging it into the calendar or letting ServisGo suggest a time, is covered in the scheduling article.

Creating a job the client has ordered before? Do not retype it: find the earlier appointment in the list and pick "Copy" from its three-dot menu. Copying an appointment carries over the client, services, workers and notes, and the copy opens ready to adjust.