Scheduling appointments via SubcontractorHub helps you streamline project management, ensuring coordination with your customer, service provider, and other suppliers.
Step 1: Navigate to the "Manage Projects" tab and click "Projects." Select your project.
Step 2: Click on “Appointments” just below the project stage
Step 3: The 'Appointment Type' filters are color-coded, aiding users in quickly viewing the day's appointments. You can filter your appointments by selecting a background color.
Click on the “Add Appointment” button just below “Filter By Type"
Step 4: Select your appointment type, title, and description. Choose the Assignee and select the users. Set your appointment date and time and click ”Save”
Note: Whenever you book a new appointment, you can view all the appointments for that organization in the appointment calendar, where all scheduled appointments are listed. If you want to see appointments for the specific project only, you can enable the project-level toggle to filter the calendar accordingly.