Schedule
Use this topic for plan resource appointments.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Schedule
Audience
Business owners and scheduling coordinators.
Permissions
- Only business owners and authorized scheduling coordinators may manage this view.
Actions
- Create appointment
- Use Create appointment to support plan resource appointments.
- Move appointment
- Use Move appointment to support plan resource appointments.
Statuses
- Pending
- The record is currently pending.
- Confirmed
- The record is currently confirmed.
- Completed
- The record is currently completed.
- Cancelled
- The record is currently cancelled.
Workflow
- Open Schedule.
- Review the record and its current status.
- Choose Create appointment and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A time slot cannot be selected
- Check the resource availability and existing bookings