How To Schedule an Appointment in Tradify Web

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.

Check out our guide on using Tradify's Scheduler views here.

In Tradify, the Scheduler is used for booking appointments in the future. For information on how to record hours previously worked, check out Creating Timesheet Entries on Tradify Web.

If you want to check out other training videos, click here. If you still have questions about Tradify and how it works, feel free to book a live demo with one of our support specialists.

Scheduling an Appointment in Tradify

To schedule an appointment in Tradify:

  1. Head to your Scheduler.
  2. Select anywhere on the scheduler to create an appointment.
  3. Select the start and finishing times. You'll need to either attach the Appointment to a Job or Add Notes in order to schedule the appointment.
  4. Select Save.

Changing an Appointment 

To change an appointment:

  1. Head to your Scheduler.
  2. Change an appointment by dragging the appointment to where you'd like to reschedule it.

The appointment will automatically save within Tradify and notify the staff and connections on the job.

 

 

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