Create appointments
Quick create
Click any free cell in the calendar. An appointment dialog appears with:
- Title — what shows up in the calendar. Required.
- Date & time — pre-filled from the cell you clicked.
- Category — drives the colour and may unlock category-specific required fields (e.g. a delivery requires a customer).
- Employee / group — who performs the job.
Click Save. The appointment shows up immediately.
Advanced create
Click New appointment at the top right of the calendar:
- Customer — if the appointment relates to a customer order.
- Address — the on-site address, if different from the customer’s.
- Description — what needs to happen.
- Duration — planned hours.
- Recurrence — daily, weekly, monthly, custom (e.g. first week of the month).
- Attachments — photos, PDFs, plans.
- Material — pre-reserve articles from the warehouse.
Recurring appointments
Recurring appointments are perfect for maintenance contracts or scheduled cleaning rounds. Define:
- Frequency (e.g. every 2 weeks, every first Monday)
- End date or occurrence count
Editing a single instance is possible — on save you choose whether the change applies to this one only or to all future occurrences.
Assign employees
You can assign individuals or whole groups:
- Individual — drag-and-drop or pick in the dialog.
- Group — every member is assigned; later group-membership changes do not retroactively update.
Assigned employees see the appointment in their calendar and (if enabled) get a push notification.
Close an appointment
When the job is done:
- Web: click → Close.
- Mobile: swipe right on the appointment → Done.
Closed appointments get the lock icon and stop being editable — they feed into order closing and hour accounting.