Overview
This article will walk you through the steps to create a new appointment in Aryeo, whether you're starting from the Calendar page or the Listing page. You'll also learn how to assign team members and manage notifications.
Appointments can be created in three different ways, depending on your preferred workflow:
New Appointment from New Listing Creation
New Appointment from Existing Listing
New Appointment from Calendar Page
Read on to explore each method in detail and find the workflow that works best for you.
New Appointment from New Listing Creation
Click Create Listing in the top right corner of your Aryeo dashboard.
Fill out the necessary fields for your new listing such as address, customer information, and order details.
Below the Order Items section, click Add Appointment.
Use one of the following options to schedule your appointment:
Availability Picker: This option will display a list of service providers who are able to fulfill the products in the order you previously created. You can select between All Providers to see a combination of available times, or select specific team members to see their individual availability.
Manual Choice: This option will allow you to manually select an appointment date and time as well as the team member who it will be assigned to without limiting the appointment based on availability.
Note: Yellow notices will appear after selecting a team member if the appointment time is outside of their set business hours or interferes with an existing appointment.
Create as Unscheduled: This option will remove the date, time, and team member requirements from the appointment. Within the listing page, the appointment will be labeled as “Unscheduled” with a preferred time of “as soon as possible.”
Select whether or not you would like to send a notification when creating the appointment.
Click Create Listing to finalize the order, appointment, and listing details.
New or Unscheduled Appointment from Existing Listing
Within an existing listing, scroll down to the Appointment section:
Schedule a New Appointment
Click Add Appointment on the upper right corner of the Appointment section.
In the slide over menu, select the unscheduled order items that you would like to assign to the new appointment.
Refer to steps 4 and 5 in the above process to schedule the new appointment.
Click Create to confirm the new appointment details.
Schedule an Unscheduled Appointment
An Unscheduled appointment will be labeled with a yellow “Unscheduled” tag.
Click to expand the Unscheduled appointment and select the purple Schedule button.
Refer to steps 4 and 5 in the first process of this guide to schedule the new appointment.
Click Schedule Appointment to confirm the details.
New Appointment from Calendar Page
Navigate to the Calendar page in your Aryeo account.
Click and drag directly on the calendar or click Create in the top right corner.
Select whether you would like to create a new listing or assign this appointment to an existing listing.
If creating a new listing, complete the required sections and then refer to steps 4 and 5 of the first process in this guide to schedule the appointment.
Click Create Appointment to confirm the details.
FAQ
Q: Can I create an appointment without attaching it to a listing?
A: No, an appointment must be created within a listing 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: Will the appointment appear 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!