Manage and Convert Booked Appointments into Jobs or Codes

Step-by-step instructions

1. 
   Step 1

   Understand how appointments booked through the booking page are managed and converted.

2. 
   Step 2

   Locate the appointment scheduled against the assigned user in the booking page.

3. 
   Step 3

   View the appointment in the scheduler assigned to the queue user before conversion.

4. 
   Step 4

   Begin conversion by dragging the appointment from the queue user to a specific user or resource.

5. 
   Step 5

   Choose whether to create a job or a code on the Convert screen.

6. 
   Step 6

   Select a job or code template if needed before completing the conversion.

7. 
   Step 7

   Complete the conversion and remove the appointment from the queue user.

8. 
   Step 8

   Confirm the new job or code is scheduled to the selected user or resource and understand queue user assignments.