Scheduling appointments for a Connection

Who can use this?

Platform: Web        Plan: Pro | Plus       

Staff Permission: Job & Timesheets & Scheduling and Dispatch

Topic

You can schedule your connections for appointments on your calendar

Instructions

To add a connection from the Scheduler:

  1. Head to your Scheduler.
  2. Click a slot to create an appointment.
  3. Select the button where you normally assign staff. Enter your Connection's name or email address. 
  4. Select the Job and any other relevant details, then select Save.

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 Tradify customer's name, address and contact details.
  • The date and time of the appointment.
  • The Tradify 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.

Tradify_Connect_Appointment_Email.png

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

 

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

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

A Pending Connection needs to accept the appointment to become a standard 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.

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.

Filtering_Connections_in_Scheduler.png

Filtering your Tradify Connections and staff members in the scheduler.

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