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How to Create and Manage Customer Appointments Efficiently in Invent ERP

Learn how to schedule appointments, assign resources, manage availability, and improve customer booking experiences.

Step-by-Step Process​

Step 1: Navigate to Point of Sale​

From the Main Menu, in the top right corner, click on all apps, then Point of Sale

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Step 2: Open a new Point of Sale Session​

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Step 3: Head to Appointments​

In your POS session, click on Appointments located at the top of the screen.

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Step 4: Select an Available Slot​

Choose an available time slot on the calendar for a new appointment

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Step 5: Choose an Appointment Type​

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Step 6: Select a Customer​

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Step 7: Confirm Appointment Date and Time​

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Step 8: Verify Appointment Status​

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Step 9: Add Services​

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Step 10: Save Appointment Details​

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Step 11: Select Appointment and Create Order​

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Step 12: Complete Order Process​

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That's it! You know now how to create an appointment in Invent ERP.

Notes & Tips​

  • Double-check the calendar slot you tap so the correct date and time are set.
  • Confirm the customer contact and service details before saving to avoid issues

FAQ​

Q: How do I pick a date and time for an appointment? Tap a calendar slot; the date and time will be set automatically based on the slot you selected.

Q: Can I reschedule or move an appointment? Yes, select the appointment and then enter the new date and time to reschedule it.