You can add scheduled jobs, meetings, and appointments to the schedule either as a "New Job" or by copying an existing job. Let's start with how to add a "New Job."

Video Guide: Adding a Custom Job (Non-Bookable)

How to Add a New Job

On the main schedule page, click ‘New Job’ in the top navigation bar

Add the job details

Add Organization or Session

Add Organization Contact

Add Employees

Add Equipment

Add Contact

Add Notes

Files

Tasks

Custom Fields

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Click 'Save' to save the job to your schedule!

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You can easily copy jobs in the schedule when you have recurring jobs or similar jobs with the same requirements. Simply open the job, click "Copy" at the top, select the new job date, and adjust any details as needed.

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