Appointments is a feature that simplifies the way that you perform work and get paid. Access to the appointments feature will depend on your Invoice2go plan. 

You can schedule appointments using the following steps. 

iOS and Android

1. From the home screen, tap More
2. Tap Appointments
3. Tap the + in the top right corner
4. After opening a new appointment, you can input the following details:
   • Client 
   • Location
   • Date & Time (there is a 24-hour time limit per appointment)
   • Linked documents
   • Notes
5. Tap Save 

Web

1. Click the Create icon in the Navigation menu. Then select the Appointment option.
   
   • Alternatively, click Clients on the side navigation, click Appointments, then, click Add an appointment
2. After opening a new appointment, you can input the following details:
   • Client & point of contact
   • Location
   • Date & Time (there is a 24-hour time limit per appointment)
   • Linked documents
   • Notes
3. Click Save 

What is a linked document on an appointment?

You can easily reference previous documents when looking at your clients and appointments. When creating an appointment, you have the option to link up to 5 documents to that appointment, including estimates, credit memos, purchase orders, or invoices so that you can view a previously estimated price or previous work completed. Linked documents will not be included in the final invoice after the appointment has been added to an invoice and sent to the end client.

What is a point of contact, and how does it differ from a client?

If you will be interacting with someone for an appointment that is not the main client (the person who will be billed), you have the option to add a point of contact to your appointment details. Adding a new point of contact does not create a new client, and the original client will remain linked to the appointment so the appropriate individual will be charged.  

To add a point of contact (Web)

1. Open the appointment
2. Add the correct client and Save the client
3. Toggle off the option to use client as appointment contact
4. Type in the contact’s name, email, and phone
5. Click Save

See more:

• Billing Appointments
• Viewing and Sorting Appointments
• Add Appointments to your Calendar