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Answered

How to create appointment directly on schedule board in Field Service

Posted on by 15

Hi all,

I am looking for a way to create an appointment directly in the Field Service Scheduling Board. I have found that it is possible to synch from Outlook but we want to be able to do this directly on the board rather than use another application.

Example: Technicians or Administrators would like to add ''Out of office'' directly in the board or add a ''Tentative'' in the board to block this time from being scheduled.

I can not find where this is done - I have looked in the Board settings. 

What am I missing?

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Grateful for any help I can get!

  • Angela P. Profile Picture
    Angela P. 15 on at
    RE: How to create appointment directly on schedule board in Field Service

    Hi Gabriel,

    Thank you for your reply, I found what I was looking for in the first link!

  • Verified answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,435 on at
    RE: How to create appointment directly on schedule board in Field Service

    Hi Angela.

    You can enable the appointment or other tables to schedule on the Schedule Board.

    www.inogic.com/.../

    learn.microsoft.com/.../appointment-scheduling

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