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.)

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

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