How to Manage Appointments in POM

The Appointments section in Pool Office Manager helps you manage all scheduled service visits.

Accessing Appointments

1. Click Appointments in the left sidebar
2. The appointment list displays all scheduled appointments

Understanding the Appointment List

The list shows:

• Customer name and address
• Scheduled date and time
• Assigned technician
• Appointment status
• Service type

Creating New Appointments

1. Click the + New Appointment button
2. Select a customer (or create new)
3. Choose appointment type (One-time, Recurring, Repair)
4. Set date, time, and duration
5. Assign a technician
6. Add service notes
7. Click Save

Appointment Types

Filtering Appointments

Use the filter options to narrow your view:

• Date Range - Show appointments within specific dates
• Technician - Filter by assigned tech
• Status - Filter by Open, Completed, Cancelled
• Service Type - Filter by appointment type

Appointment Status Workflow

Editing Appointments

1. Click on any appointment in the list
2. Make changes to details
3. Click Save

Bulk Actions

Select multiple appointments to:

• Reassign to different technician
• Change status
• Reschedule
• Delete