Book an appointment

This is the most important task. Follow it slowly the first few times — after that it becomes second nature.

Part A — Open the booking form

1. Click the orange New Appointment button at the top-right of the calendar. A form slides in from the right — this is where you enter the customer’s details.
2. Or click straight onto the calendar. If you know the day and time, click that empty spot in the grid. A red dashed “ghost” block appears and the form opens with the day, time and rep already filled in.

Part B — Fill in the form

The form is split into numbered blocks. Work top to bottom.

Figure 1 — the New Appointment form.

1. Customer & address. Who the appointment is for. Start with the mobile number — BUZ checks if they’re already a customer.
2. Branch & Customer Group. Two boxes you must fill in (marked with a red ✱). Pick each from its list.
3. Install address. Type the first line and pick the real address from the drop-down. This helps BUZ suggest the nearest rep.
4. Products of interest. Tick what the customer wants, then type how many of each.
5. Suggested booking. Pick the rep, the date and the time. Rep and date are required.
6. Suggest reps button. Click it and BUZ ranks reps by area, skills and workload — then pick the rep it suggests.
7. Save bar. The orange Save Appointment button. Nothing is booked until you press it.

Part C — Save it

1. Check the required boxes are filled — a name, Branch, Customer Group, a Sales rep and a Date.
2. Press Save Appointment. A green message says “Appointment #123 created.” It now shows on the calendar and in that rep’s My Day.
3. Book another, or close. Click Start another appointment in the green message, or press the ✕ at the top of the form.

If Save doesn't work

A red list appears at the top of the form saying what’s still needed — for example “Sales rep is required”. Fill those in and press Save again. See Common mistakes & fixes.

Your work is auto-saved as a draft

Even before you press Save, BUZ keeps a draft every few seconds. If your computer closes by accident, reopen the form and find it under the Drafts menu at the top.