Cannot Create Appointments? Required Fields Checklist

Required Fields Checklist

• Customer: Select existing or add new contact
• Date: Select the appointment date
• Time: Choose start time
• Service/Offering: Select what the appointment is for
• Duration: Usually auto-fills from offering
• Assigned to: Team member (may be required)

Common Issues

1. Missing customer: You must select or create a contact first
2. No service selected: Choose an offering for the appointment
3. Past date: Can't create appointments in the past
4. Permission issue: Your account may not have scheduling permissions
5. No offerings: Create offerings first if none exist

Step-by-Step Creation

1. Click + or empty time slot
2. Search and select the customer
3. Choose the service from offerings
4. Select date and time
5. Assign a team member if required
6. Add any notes
7. Click Save

Frequently Asked Questions