Create a new appointment

Creating a new appointment in Bay Boss allows you to do a few things. To start, click on the “Add appointment” button at the top right of the Calendar page. This will open the New Appointment popup.

The only required fields are Appointment Name, Start and End Date/Times. Optionally, you can add a customer to the appointment for tracking and notification reminders before the appointment.

Adding a customer to an appointment uses the same logic as adding a customer to a Work Order. If the customer already exists in your Customer data, typing the first few letters of the customer name will present you with a list of options to select.

To add the customer to the appointment, select one of the names. If the customer has either an email or phone record inside their customer contact, a “Send Reminder” option will appear.

If the Send Reminder is set to On/Green then Bay Boss will automatically send an email or text 24 hours prior to the appointment to remind the customer. If you do not want reminders to go out, simply leave this option off.