Appointments on the schedule

Within the schedule different job types have different iconography and colours in order to make each job type look distinct and immediately recognisable. In the past the appointment got its job type from the job itself but this has caused some issues, the main one being that in order to get the correct iconography staff had to change the original jobs job type which would also change past appointments job types and mess with reporting figures.

Each appointment now has its own job type in order to make each appointment for a job recognisable and distinct (If you don't have access to any of the features discussed please talk to your supervisor as some of them are locked behind certain permissions)

Change the job type on an appointment

In the appointment menu you can select change on the job type and select the new job type you want to change it too



If there is only one appointment for the job, changing the job type on that single appointment will also change the job type on the job itself.

If there is more than one appointment for the job, changing the job type on an appointment will only change that one specific appointments job type

When copying and pasting a new appointment for a job, you will now be able to select the job type of the appointment. The job type you pick will only apply to that newly created appointment

Viewing appointment history for a job

We have added in a new appointments tab in the appointment card. This menu will show you the complete history of appointments for a job grouped by the date the appointment was booked




In addition to the new appointments tab you can quickly see how many appointments a job has. Next to the job number if there is more than one appointment for that job the schedule will display how many appointments in total the job has and in what order the appointment belongs.

Updated on: 07/11/2022