Confirm or put on hold an appointment

Why confirm or put an appointment on hold?

This feature is particularly useful when you are using the sending of notifications to your customers. It allows you to communicate a more precise time slot of visit.

If you have a large time slot, e.g. 9:00 am – 6:00 pm, by putting on hold or confirming, this will narrow it down to the smallest existing time slot within that time slot, e.g. 5:00 pm – 6:00 pm.

In addition, confirmed appointments have priority over on-hold appointments, and on-hold appointments have priority over scheduled appointments. Thus, when you add appointments to an existing route and you restart the optimization, if all the appointments can’t be assigned to a route because of your agents’ working hours, the first appointments that will not be taken into account will be the scheduled appointments, then the on-hold appointments and finally the confirmed appointments.

From the “Map” tab

Go to the “Map” tab of the “Organize” module.

Select the date on which a route was built using the date picker.

Identify the appointment to confirm or put on hold.

Click on this appointment to open a window with the details.

Click on “…” in the top right-hand corner of this window.

Click on “Confirm the appointment” or “Put on hold”.

Note: The messages “Confirmed order” or “Pending order” indicate respectively that the appointment is confirmed or put on hold.

If you want to change the status of the appointment, you can do so in the same way:

Click on this appointment to open the window with all the details.

Click on “…” in the top right-hand corner of this window.

Click on “Remove on hold” or “Unconfirm the appointment”.

Note: You can’t unschedule an appointment that’s been confirmed. You have to unconfirm this appointment first.

From the “Agenda” tab

Go to the “Agenda” tab of the “Organize” module.

Select the date on which a route was built using the date picker.

Identify the appointment to confirm or put on hold from the agenda.

Double-click on the appointment to open a window with all the details about the order.

Click on “…” in the top right-hand corner of this window.

Click on “Confirm the appointment” of “Put on hold”.

Note: The message “Confirmed order” or “Pending order” indicates that the appointment has been confirmed or put on hold. In addition, confirmed appointments will be displayed in green and appointments put on hold in yellow in the agenda.