Manage and Convert Booked Appointments into Jobs or Codes

Step-by-Step Instructions

1. 

   Understand how appointments booked through the booking page are managed and converted.

2. 

   Locate the appointment scheduled against the assigned user in the booking page.

3. 

   View the appointment in the scheduler assigned to the queue user before conversion.

4. 

   Begin conversion by dragging the appointment from the queue user to a specific user or resource.

5. 

   Choose whether to create a job or a code on the Convert screen.

6. 

   Select a job or code template if needed before completing the conversion.

7. 

   Complete the conversion and remove the appointment from the queue user.

8. 

   Confirm the new job or code is scheduled to the selected user or resource and understand queue user assignments.