Copying Appointments in the Scheduler

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Scheduling and Dispatch

Making copies of appointments in Tradify is a convenient feature that enables you to streamline the scheduling process for recurring or similar appointments.

To make copies of appointments in Tradify, follow these steps:

  1. Open Tradify and navigate to the Scheduler section.

  2. Locate the original appointment that you want to make a copy of within the Scheduler interface.

  3. Click on the original appointment to open it and view its details.

  4. Within the appointment details, look for a copy icon (usually represented by two overlapping documents or squares).

  5. Click on the copy icon to initiate the process of creating a copy of the appointment.

  6. A new appointment form will appear, pre-populated with the details of the original appointment. You can now modify any necessary preferences for the copied appointment, such as the date, time, or assigned staff members.

  7. After making any desired modifications, click the "Save" button to create the copied appointment.

Additional Notes:

  • Appointment Modifications: When making copies of appointments, you have the flexibility to modify any details that differ from the original appointment. This allows you to customize each copied appointment to meet specific requirements.

Need more information on scheduling jobs? Check out:

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