Support > Order scheduling > Add appointments to bucket
Add appointments to bucket
Appointments that have not been scheduled or that have been unscheduled from the “Organize” module can be moved to the “Order bucket”. These appointments can then be rescheduled on another date. To move appointments to the bucket, just follow these steps:
From the “Map” tab
1
Go to the “Map” tab of the “Organize” module.
2
Select a date on which appointments are to be or have been unscheduled using the date picker in the top left-hand corner of the screen.
3
Click on an unassigned appointment ” ” to open the card with order details.
” to open the card with order details.4
Click on “… ” and “Add to cart”.
Note: When clicking on “Add to cart”, the software redirects you to the “Order bucket” tab of the “Schedule” module.
From the “Plan orders” tab
1
Go to the “Plan orders” tab of the “Organize” module.
2
Click on “” to filter the display of orders.
” to filter the display of orders.3
Click on “” to define the filter.
” to define the filter.4
Select “Sate” equals to “Unassigned”.
5
Click on the blue “Apply” button.
6
Identify the appointments to be moved into the order among those unassigned orders.
7
Click on “…” and “Add to cart”.
