Schedule management

Schedule management shows customer visits and remote support plans on a calendar. Link appointments to customer records to manage dates, times and planned work together.

View schedulesCopy Anchor Link

AppCopy Anchor Link

1. Select Schedules at the bottom.
2. Use the previous or next month button to change the month.
3. Select a date on the calendar.
4. View appointments for that date below the calendar.

Dates with appointments are marked on the calendar. Use the refresh action to reload the list.

Web consoleCopy Anchor Link

1. Select Schedules in the left menu.
2. Select a date on the calendar to view its appointments.
3. Check customer names, appointment types, times and planned work in the list.

Add an appointmentCopy Anchor Link

In the app, select Add booking in customer details. In the web console, select New appointment in schedule management.

1. Confirm or select the customer to link.
2. Choose the appointment type.
3. Enter the date and time.
4. Describe the planned work.
5. Check whether to notify the customer and save the appointment.

The supported appointment types are:

• Technician visit: A technician visits the customer's site.
• Customer visit: The customer visits your workplace.
• Remote support: Work is handled by phone or remote access.

Organize appointment details with AICopy Anchor Link

In the app, enter a brief description of the planned work and use AI summarization to create a readable appointment description. Generated text is not automatically confirmed. Before saving, check the customer name, equipment name, date and scope of work yourself.

Customer appointment notificationsCopy Anchor Link

If you select customer notification when adding an appointment, you can request a Kakao schedule notification using the customer's registered contact details. Notifications may not be delivered if the contact details are missing or incorrect.

Check before savingCopy Anchor Link

• Site address and contact details
• The correct appointment type: technician visit, customer visit or remote support
• Date, AM/PM and exact time
• Required equipment, parts and preparation
• Appointment notes suitable for sharing with the customer