How To Schedule an Appointment in Tradify Web

Topic

Learn how to schedule appointments and attach them to Jobs in Tradify. For more information on using the Tradify Scheduler on mobile, check out How To Schedule Jobs on Tradify Mobile.

Video

Scheduling an Appointment in Tradify

To schedule an appointment from the scheduler:

1. Head to your Scheduler.
2. Select anywhere on the scheduler to create an appointment or select New Appointment.
3. Select the start and finishing times, add staff member(s) as needed, and you will need to either attach the Appointment to a Job or Add Notes in order to schedule the appointment.
4. Select Save.

Scheduler an appointment from a job:

1. Navigate to your Jobs page.
2. Search for and select the job you want to add an appointment to.
3. Select New Appointment in the top right on the job screen.
4. Select anywhere on the scheduler to create an appointment or select New Appointment.
5. Select the start and finishing times, add staff member(s) as needed.
6. Select Save.

Move an Appointments Time/Date

Move a Scheduled Appointment Time/Date

Enabling notifications for appointments in Tradify

Creating Notifications For Tradify's Scheduled Appointments

Additional Information

See here for more info on the Scheduler in Tradify: Scheduler Settings