CLC - Bulk Generating Round 1 Appointments

The first step in routing Round 1 is to bulk generate all Round 1 appointments for clients enrolled in HealthyLawn.

View most recent version

1. Click on Contacts

2. Click on Filter

3. Click on Tags

4. Uncheck All, Select HealthyLawn as the only tag and click Apply

ℹ️ You now have a filtered list of HealthyLawn contacts. The next step is to bulk generate their appointments

5. Click on Actions

6. Click on Schedule...

7. Select the Service you are scheduling. Check "Skip if Appointment Exists" Select the date Click Schedule

8. You now have queued appointments on the date you selected

ℹ️ The next step is routing these appointments. Click here to continue to that guide:https://app.tango.us/app/workflow/Efficient-agent-scheduling-using-serviceminder-io-2bb43e709f9b4860a7d114e6dab16260

Bulk Generating Round Appointments

CLC - Bulk Generating Round 1 Appointments

1. Click on Contacts

2. Click on Filter

3. Click on Tags

4. Uncheck All, Select HealthyLawn as the only tag and click Apply

5. Click on Actions

6. Click on Schedule...

7. Select the Service you are scheduling. Check "Skip if Appointment Exists" Select the date Click Schedule

8. You now have queued appointments on the date you selected

Comments

CLC - Bulk Generating Round 1 Appointments

1. Click on Contacts

2. Click on Filter

3. Click on Tags

4. Uncheck All, Select HealthyLawn as the only tag and click Apply

5. Click on Actions

6. Click on Schedule...

7. Select the Service you are scheduling. Check "Skip if Appointment Exists" Select the date Click Schedule

8. You now have queued appointments on the date you selected

Related articles