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Scheduling Flex Appointments

The scheduling engine is one of the most powerful features in the Rocketship platform and it makes scheduling Flex Appointments a breeze. When we talk about scheduling a Flex Appointment, it’s about scheduling actual work to be done, e.g., “work for 30 minutes on activity X.” (This is different than a Fixed Appointment, which is tied to a certain day and time and usually represents an appointment on a calendar.)

Scheduling Flex Appointments › Giant Rocketship | Autotask

Just follow these steps to get started with creating a Flex Appointment:

  • Select Flex Appointment on the Rocketship/CMD panel in a Ticket
  • Select a Resource to Schedule
  • Select a Flex Appointment Recipe
  • Options include No Sooner Than Days and Service Call Notes
  • Click Submit
Scheduling Flex Appointments › Giant Rocketship | Autotask

The Rocketship scheduling engine then adds the Flex Appointments to the designated resource’s workboard.


In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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