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Create New Appointments

Learn how to create a new appointment in Aryeo

Daniel Mudge avatar
Written by Daniel Mudge
Updated over 2 weeks ago

Overview

This article will walk you through the steps to create a new appointment in Aryeo, whether you're starting from the Calendar or the Orders page. You’ll also learn how to assign team members and manage notifications.


Manage Appointments

You can create a new appointment in multiple places, including:

The Orders page shows all of your appointments and order details in a single view:

  • Order Number

  • Address

  • Customer

  • Order Total

  • Payment Status

  • Fulfillment Status

  • Appointment Status


Appointment Status Indicators:

  • Unscheduled – The appointment needs to be scheduled

  • Purple Date – Upcoming appointment

  • Gray Date – Past appointment


Create a New Order with Appointment

  1. Click the Create Order button from your dashboard or Orders page.

  2. Select Create Order with Appointment.

  3. Fill Out Order Information

    • In the new order modal:

      • Enter the listing address

      • Add the products the client has ordered

      • You can also add custom items here if needed

  4. Add Customer & Team Info

    1. Enter the customer’s name and address

  5. Assign the team member who will service the appointment

    • This could be you or someone else on your team

    • Add Order Notes (visible only to your internal team)

  6. Schedule the Appointment

    • Choose the date and time for the appointment

    • Appointment duration will auto-calculate based on selected products, but you can adjust it manually

  7. Once complete, click Create Appointment


After New Appointment is Created

  • The client and assigned team member will both receive an email notification

  • If the team member has calendar sync enabled, the appointment will automatically appear on their connected calendar

  • You can view the event anytime from the Aryeo Calendar


Viewing your Aryeo Calendar

  • Use Day, Week, Month, or List View to see your schedule

  • You can toggle individual team members on/off to filter the calendar view

  • Click on any appointment event to view full order and appointment details in a pop-up modal


FAQ

Q: Can I create an appointment without attaching it to an order?

A: No, an appointment must be created within an order to ensure proper payment and scheduling alignment.

Q: What happens if I don’t set an appointment time right away?

A: The appointment will appear as Unscheduled in the system, and you'll need to confirm it later.

Q: Can the appointment show on my external calendar?

A: Yes, if your external calendar is synced with Aryeo, the appointment will automatically appear on your synced external calendar after it's scheduled.


If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!

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