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
Click the Create Order button from your dashboard or Orders page.
Select Create Order with Appointment.
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
Add Customer & Team Info
Enter the customer’s name and address
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)
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
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!