What features are available with Scheduling Appointments?

• Create an Appointment you can send to your Client (email and text)
• Set a Location for the appointment (if different than their address)
• Add an Attachment or Take Notes for this Appointment
• Include a message Client about their appointment (will be included in Email and SMS notifications)
• Easily start a Quote from the Appointment details
• Send reminders to your Client about their appointment
• Cancel or Reschedule Appointments (your Client will be notified)

💬 If you need additional features, submit feedback: https://hearth.typeform.com/to/A3Vu4ZCE

Calendar Events

There a 2 types of calendar events for Scheduling: Jobs and Appointments

Jobs

• This type of calendar event can span multiple days/weeks
• You can add Client details, a location, and basic job description
• For most people, this is used to schedule crews for jobs

Appointments

• This type of calendar event is only for a single day
• You can add Client details, a location, and provide a message that is sent to your Client
• This can be used for scheduling an onsite estimate, inspection, materials deliveries, etc.