PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
How to add the PO # field
The PO Number field is automatically available to all AppointmentPlus clients. It is a true appointment level field, meaning it will be included in the appointment details section for each appointment, instead of being saved to a customers record.. Adding the PO Number field to your appointment details will make it possible to include a different po number for each appointment, even when scheduling with the same customer.
- Click on the “Settings” tab.
- Click on the “Customer Fields/Terms” link.
- Scroll down to the list of Appointment Fields.
- Select the R (Required) or O (Optional) options from the “Front End” and/or “Appointment Page” drop down menus.
Front End = Customer View
How to add PO Number to the Appointment Grid
For accounts subscribing to the Platinum price tier or higher, an option is available to add the po # field to the appointment grid in Site Administration. If you need the PO Number for each appointment to show on the appointment grid, please submit a support ticket, or contact a sales representative at: 480-483-1199.