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How to Schedule An Appointment Without Creating A New Deal
How to Schedule An Appointment Without Creating A New Deal

This article explains how to schedule an appointment with an existing client in DripJobs without creating a new deal.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

  1. Go to Appointments on the left hand side of your screen.

  2. Click on New Appointment near the top right of the screen.

  3. Fill in the details of the appointment (type, date/time).

  4. Under contact, you can select an customer that is already in your system.

    1. If the client is not already in DripJobs, type in their information.

  5. Scroll towards the bottom of the form and toggle over, Do Not Create New Deal.

  6. Hit Save once finished and your new appointment is now created without a new deal.

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