Scheduling appointments for a Connection

Instructions

1. Navigate to your Scheduler.
2. Create an appointment (How To Schedule an Appointment in Tradify Web).
3. Under the Staff and Connections Section, Select the + button.
4. Select the connection or add a new one.
5. Select the Job and any other relevant details.
6. Select Save.
   
   

What does my Connection Receive?

Once scheduled, an email will send to your connection. When your connection has accepted your invitation, an appointment email will include the following details:

• The customer's name, address and contact details.
• The date and time of the appointment.
• The Job Number (note this is specific to the Tradify account scheduling this appointment).
• The customer's Site address (if applicable)
• Any notes included in the appointment (this does not include photos or other external files such as Job Notes).
• The tasks associated with the Tradify Job.

What a Tradify Connect appointment email looks like to your connection:

What I See on my Connection/Scheduler?

Once assigned, you'll notice the two different icons next to your connections:

• A Pending Connection will have an email icon on their initials.
• An Active Connection has a network icon on their initials.

A Pending Connection needs to accept the appointment to become an Active Connection.

Within the Scheduler, your appointments will also vary in appearance according to status:

• A white modal box with a coloured border means the appointment is pending.
• A full-coloured modal box means the appointment was accepted by the Connection.
• A red modal box means the appointment was declined by a Connection.

Filtering Connections on the Scheduler

You can filter your scheduler to only view appointments with Connections. To do this, simply select and de-select the ticks next in the Staff & Connections tab on the Scheduler.

See here for more info: How To Filter Staff on the Scheduler in Tradify