Create new Appointment
Learn how to create a new Appointment or Shift from the Planner Quick Action
Last updated
Learn how to create a new Appointment or Shift from the Planner Quick Action
Last updated
The Create new Appointment Quick Action may be called Create new Shift depending on what View you are in the Maica Planner. It is the same tool, but can be used for both Appointments or Shifts.
There are multiple ways to create a new Appointment or Shift from the Planner, this article will show you how to use the Quick Action.
Simply begin by clicking the +
button, as shown below.
You can also create an Appointment or Shift by dragging and releasing your mouse directly onto the Planner. To learn more, click here.
Once done, either the New Appointment
or New Shift
module will display. Maica determines which module to display based on what View you are in. Please refer to the table below to see which View opens which module:
Once the applicable module has been shown, create your Appointment
or Shift
by following the same steps detailed here.
There will be no pre-populated fields if you create an Appointment
or Shift
through the Quick Action.
View | Module |
---|---|
New Appointment
New Appointment
New Appointment
New Appointment
New Shift
New Shift