You can schedule a job from within the job card.
To schedule a job in Tradify, follow these steps:
- Open the relevant job card within Tradify.
- Navigate to the Scheduler tab within the job card.
- Click on the "Open Scheduler" button to access the scheduling tool.
Creating an Appointment
Once you've opened the scheduler, you can create an appointment by following these steps:
- Review the available time slots displayed in the scheduler interface.
- Locate the desired time slot and click on it to create the appointment.
- Tradify automatically links the job to the appointment, ensuring seamless organisation.
Customising the Appointment
To tailor the appointment to your preferences, make use of the provided fields:
- Fill in the necessary details such as appointment title, duration, and location.
- Assign any relevant staff members to the appointment.
- If multiple staff members are selected, Tradify will add separate appointments for each.
Saving the Scheduled Appointment
After customising the appointment, save it to finalise the scheduling process:
- Double-check that all details are accurate and complete.
- Click the "Save" button to create the scheduled appointment.
Date and Time: If your appointment extends past midnight, Tradify will automatically create a secondary appointment for the following day to ensure accurate scheduling.
Staff Members: When selecting multiple staff members, Tradify will add separate appointments for each individual, keeping everyone informed and on track.