Support > Order scheduling > Make an appointment for registered customer

Make an appointment for registered customer

To schedule an appointment for a customer who is already registered on AntsRoute, just follow the steps below:

Go to the “Appointment making” tab of the “Schedule” module.

Enter the customer name in the search bar.

Select the customer from the drop-down list.

From the customer’s file, click on the blue “Add appointment” button.

Fill in the “Order details” in the appointment making form.

Mandatory fields

Duration ;
Time slot ;
Period for searching availabilities.

Optional fields

Order type (optional) ;
Skills needed to carry out the order (optional) ;
Agent (optional) ;
Comments (optional) ;
Files, for example the purchase order or invoice (optional) ;

Note: The “Recurrence” toggle is designed for schedulers who need to plan some appointments which repeat every day, every week or every month. To learn more about this feature, please read this support article.

Additional fields

Capacities (when set) ;
Custom fields (when set).

Click on the blue “Search availabilities” button.

Select a date among those proposed.

Note: You can display a map by clicking on “Show map for the selected day” to view for each availability: the appointments already scheduled, the routes already determined and the location of the customer for who you are adding an appointment.

Click on the green “Save the appointment” button.

Note: The validity duration of one availability when finding new appointment can be changed in “First Name – Last Name” > “Sites” > “Settings” > “Optimization settings”.