Step 5: Fill in Appointment Details

Reference Schedule: Use the bottom section of the Schedule Appointment area to view all sales representatives’ existing appointments. This helps in selecting an appropriate date and time.

Select a Sales Representative: Choose a representative for the appointment.

Select a Date: Pick the appointment date from the calendar.

Enter Start and End Time:

• Provide the start and end times for the appointment.

• Note: If left blank, the appointment will be scheduled without specific times, represented by question marks in the calendar.

Select a Status: Choose the appropriate status for the appointment. Note: the first Not Measured function will be selected by default.

Add Notes: Include additional details such as "Parking on premises" or "Ladder required."