Can I add a PO Number to my appointments?

• 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.

1. Click on the “Settings” tab.
2. Click on the “Customer Fields/Terms” link.
3. Scroll down to the list of Appointment Fields.
4. Select the R (Required) or O (Optional) options from the “Front End” and/or “Appointment Page” drop down menus.

NOTE:

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.