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Lesson Nine - Introduction to the Diary and Appointments

Powered Now comes with a very powerful but easy to use diary and appointments system. You can quickly create appointments, assign them to your team and capture rich information about the job. As well as that you can set tasks in the diary for any jobs that are not associated to a customer, plus you can also enter holiday and sickness into the diary for any team members as well.

Appointments are also deeply integrated into the project so everything is kept in a single place.

To create an appointment, either select the New Diary Entry from the quick action buttons or alternatively, you can go to the diary tab and select the exact date and time.

This will open a window with options on what you would like to create, then from there select Appointment.

From there select the customer that the appointment is going to be for, then you'll be in the section of setting up the appointment.

From there you can enter the date and time that the appointment is for, enter any notes about the job or property and then set which team member the appointment will be assigned too.