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.
To get started, go to Orders and filter out the appointment that are pending scheduling
What is 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
After you have filtered out all the pending scheduling appointments you may proceed to scheduling it by clicking on the schedule icon
The client's preferred slots would appear above and you may use that as your guide to select which date you'll schedule it for
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.
What are those four options below when scheduling an 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.