Add a Non-Service Appointment (Blue)

A non-service appointment is an appointment that will not be billed but your staff will be paid for, such as training, etc.

Add a Non-Service Appointment

1. Select Staff from the Sidebar.
2. Select the Staff you want to work with.
3. Click Selected Schedule from the top menu.
4. Select the time you want to schedule the appointment and click Add under the Appointment section.

   NOTE: You can click and drag to highlight the entire time you want the appointment to cover, but you can still manually change the appointment start and end times if you like.

   
   
   The Appointment popup will display the information for this appointment.
   
    

   NOTE: Leave the Service Action tab as it is since you won't need to bill for any services.

5. Change the Date, Start Time, End Time as needed.
   The Duration will populate the payroll hours based on the start and end times.
   
    
6. Type in the Subject line manually, such as "Staff Training", etc. 
7. Enter the Location (if needed).
   
    
8. Select or Unselect Allow overlapping staff appointments (if needed).
   
    
9. Enter any Office Notes as needed (Activity and Result Notes are for Service Appointments).
   
    
10. The Pay Code will default to the default non-service pay code, but you can change this by selecting the drop-down.
    
     
11. Click OK.
    
     
12. Click Save or Save & Close in the top-left corner of the Schedule when finished.
    
     
13. Click OK on the popup confirming the appointment was saved.
    
    
    The non-service appointment will show up outlined in Blue.
    

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