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How to Create an Appointment in Invent ERP?

Creating an appointment in Invent ERP is simple and helps you track services for your customers. It keeps pricing and tasks consistent, makes your workflow more efficient, reduces no-shows, and helps your business run smoothly resulting in improved customer satisfaction.

Step-by-Step Process​

Step 1: Navigate to Point of Sale​

From the Main Menu, in the top right corner, click on all apps, then Point of Sale

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Step 2: Open a new Point of Sale Session​

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Step 3: Head to Appointments​

In your POS session, click on Appointments located at the top of the screen.

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Step 4: Select an Available Slot​

Choose an available time slot on the calendar for a new appointment

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Step 5: Choose an Appointment Type​

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Step 6: Select a Customer​

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Step 7: Confirm Appointment Date and Time​

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Step 8: Verify Appointment Status​

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Step 9: Add Services​

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Step 10: Save Appointment Details​

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Step 11: Create Order​

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Step 12: Complete Order Process​

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That's it! You know now how to create an appointment in Invent ERP.

Notes & Tips​

  • Double-check the calendar slot you tap so the correct date and time are set.
  • Confirm the customer contact and service details before saving to avoid issues

Frequently Asked Questions (FAQ)​

Q: How do I pick a date and time for an appointment? A: Tap a calendar slot; the date and time will be set automatically based on the slot you selected.

Q: Can I reschedule or move an appointment? A: Yes, select the appointment and then enter the new date and time to reschedule it.