Edit a Work Order Appointment

Edit appointments from the work order or the calendar. You can edit any information on the appointment. If the appointment needs to be rescheduled, select a different date. After saving, the appointment is moved to the new date selected. For editing appointments from the calendar, refer to the Calendar category.

To edit an appointment, access the work order from the customer record or by selecting the work order from Accounts Receivable > Work Orders > Open Work Orders tab.

Once the work order is open on your screen, click the Edit button at the upper right of the page.

The work order is displayed in edit mode. Click the Appointments tab. Locate the appointment you want to edit, and then click the edit button (pencil icon).

The Edit Appointment form is displayed. Make the necessary changes, and then click the Save button at the bottom of the form when finished.

Lastly, click the Save button at the upper right of the Work Order page.

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