SupportHelp ArticlesRunning an Appointment

Information

The Information tab is the cover sheet of the appointment — who the customer is, where the work is, and what they want done. Verifying the customer's contact info, walking through the meeting plan, and answering the interview questions all happen here.

I'm a:

Editing job information Pending verification
Update the job's address, type, and notes from inside an appointment.
Customers → Appointment → Information
Editing the customer on an appointment Pending verification
Swap or update the customer account attached to an appointment without losing your work.
Customers → Appointment → Information → Customer

Information

Editing job information Pending verification

Editing the customer on an appointment Pending verification