Create an Appointment 

Customize appointment frequency and easily email customers a reminder.

Video: https://youtu.be/9U8JCJLp7Yg

Creating an Appointment

From a Customer Profile, Schedule Page or Appointment page, click Create Appointment. Then add in the mandatory fields such as customer and type. Feel free to add in additional details such as the technician, time, duration etc.

If you choose to make this appointment a recurring event, you will fill out these additional fields

If you want to email an appointment reminder to a customer, click the email or text icon to send to the customer

Appointment Defaults

Under Settings > Edit Types you'll see the option to Create Defaults for each type of service. Prefill standard appointment options such as duration, color, billing details and notes.

Appointment Email to Customer

When viewing an appointment select the Email button

You can also mass email by selecting multiple appointments from the Appointment List page 

When sending an email to a customer, it will send from your company service email. The email will include your company logo and any custom ‘customer notes’ you may have saved for that appointment.

Steven's appointment email reminder has his note regarding his requests to stay off the driveway. 

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3