Bookings and Meetings
Schedule site visits, calls, and work blocks.
Systemise appointments typically include Bookings and Meetings.
What’s the difference?
- Booking: usually a scheduled block of time that can be converted into a quote/job.
- Meeting: usually a discussion or internal/external meeting without a direct job conversion.
Create an appointment
- Open Appointments.
- Choose New Booking or New Meeting.
- Select a contact.
- Set date/time, duration, and assigned staff.
- Save.
Recommended details to include
- Purpose (site measure, discovery call, install, follow-up)
- Assigned staff/resource
- Notes (access instructions, parking, preferred contact)
Move and resize on the calendar
- Drag to move.
- Drag the edge to change duration.
Prevent double-bookings
- Keep staff calendars accurate.
- Use consistent appointment titles.
- Confirm time zone configuration in Preferences.
Convert to quote or job
From a booking you can often:
- Create a quote
- Create a job
Use the booking actions to convert when ready.
Troubleshooting
Drag to move/resize doesn’t work
- Some pages restrict drag operations on mobile.
- Try on desktop, or open the appointment and edit start/end times.