Manual Scheduling means you assign the date, time and photographer to each appointment. On the Order Page the clients will let you know 2 date and time preferences so you can then manually schedule accordingly.
1. Click on Orders
2. Change the Filter to view "Pending Scheduling"
Pending Scheduling = order was submitted from the client a date, time and photographer needs assigned to the job and confirmed with the client
3. Find the Order you want to Schedule and click the "Schedule" icon
4. Assign an Appointment Date
5. Assign an Appointment Time
6. Assign a Photographer
Please Note: If the Photographer is in red the system is detecting this is an restriction conflict with this job. These restriction conflicts could be a skill or time off related. As a Admin you have the ability to override these restrictions and schedule the job anyways.
7. Select the next Phase of the appointment
Save as a Draft - this appointment data will not be sent to the client and is only for testing appointment times
Save as Scheduled - this appointment date and time will be saved and sent to the client for approval.
Save as Confirmed - this appointment date and time will be saved and considered approved or "Confirmed" by the client.
8. Click on Save
