Skip to end of banner
Go to start of banner

Quick Action: Create a Follow Up Appointment

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

Version 1 Current »

Creating a Follow Up Appoint from the FSL App.

Clicking the Actions tab at the bottom of the screen will present you with available Quick Actions. Under the Service Appointment section, click Create Person of Interest.

  • Fill in the applicable Date and Time fields

  • Enter a Description

  • Click Next to create the Follow Up Appointment

  • The new Follow Up Appointment will now be referenced on the Work Order as a Service Appointment.

  • No labels