Make an appointment for registered customer

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

1

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

2

Enter the customer name in the search bar.

3

Select the customer from the drop-down list.

4

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

5

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) ;

Additional fields

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

6

Click on the blue “Search availabilities” button.

7

Select a date among those proposed.

8

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”.