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Why can’t I see a new Tentative Appointment in my Calendar?

When using the Sealevel Operations process, new Tentative Appointments are placed into a “Pending Acceptance” state. In Rocketship, we show this by placing the Activity Card in the Pending Zone, as you can see in the example below:

Why cant I see a new Tentative Appointment in my Calendar Giant Rocketship | Autotask
A Pending Acceptance ticket under the SeaLevel Operations process in Rocketship

Until the technician clicks Accept, the Tentative Appointment is not considered valid/active per the Sealevel process. It’s important to understand the difference between a Pending vs Accepted appointment in this situation, so we included a table below to document those differences:

Shows in Pending Zonex 
Shows in Firm/Tentative Zones x
Shows in Workboard mini-Calendar x
Shows in Workboard Calendar x
Shows in Dispatcher HUD x
SeaLevel Operations Pending vs Accepted Appointments in Rocketship


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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