Open, edit or delete an appointment

Once an appointment is on the calendar you can look at it, change it, move it, or remove it.

Click a card to see the details

Click any appointment once. A pop-up shows the customer’s full details and buttons to act on it.

Figure 1 — the details pop-up.

1. The title bar. The appointment number, customer and suburb. The pencil edits, the bin deletes, the ✕ closes.
2. Status. The job’s current stage (e.g. “Not Measured”). Click the little arrow to change it.
3. Action buttons. Take me there (directions), Start Quote, Rebook, History (past activity) and Cancel the appointment.

To edit

Click the pencil. The full form reopens with all details filled in. Change what you need, then Save Appointment.

To move it

Press and hold the card with the mouse, drag it to a new day or time, and let go — “drag and drop”.

To delete

Click the bin. BUZ asks you to confirm first, so you can’t delete by accident.

Jump to the customer

The pop-up links to the customer’s full record (their “360 view”) so you can see their whole history.

Rebook — when nobody was home

Rebook keeps the visit you made and books the next one, so the day’s history stays true.

1. Open the appointment and select Rebook.
2. Set current appointment to — the outcome of the visit you just made, e.g. “Not Home” or “Follow Up”. The original appointment stays on the calendar with that status.
3. New date — starts at a week later; change it to whatever you agreed.
4. Start time and End time — carried over from the original visit.
5. Sales rep — the same rep, unless you pick another.
6. Select Rebook.

A new appointment appears at the new date and time. Use this rather than dragging the old appointment forward — dragging moves the visit and loses the fact that you turned up.

Deleting is permanent

Once you confirm a delete, the appointment is gone. If you only want to reschedule, move it or edit it instead — don’t delete and re-create.