> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating appointments

> Schedule work for your customers

## Overview

Appointments are scheduled work visits for a service. You can create them from the service detail page or from the calendar.

## Create an appointment from a service

<Steps>
  <Step title="Go to the service">
    Navigate to **Customers**, click the customer name, click the property address, then click the service name.
  </Step>

  <Step title="Tap Schedule Appointment">
    For active jobs that don't have an appointment yet, a prominent **Schedule Appointment** button appears near the top of the service details page, below the status badge.

    <img src="https://mintcdn.com/lawnstarter/jkcCnZ6a0rw9HcEN/images/probase/service-detail-schedule/01-schedule-button.png?fit=max&auto=format&n=jkcCnZ6a0rw9HcEN&q=85&s=7c8e3749ac41782dc42bf645e0ef0469" alt="Schedule appointment button on service detail" width="500" height="845" data-path="images/probase/service-detail-schedule/01-schedule-button.png" />
  </Step>

  <Step title="Fill in the appointment details">
    A modal opens with date and time fields:

    * Pick the **Date**
    * Choose the **Start Time** — the end time is set automatically based on the previous appointment's duration (defaults to 60 minutes if there's no prior appointment)
    * Optionally assign a **Crew** — if the service has a prior appointment, the same crew is pre-selected for you. The crew field only appears when you have more than one crew on your team.

    If the service already has a scheduled appointment, a warning appears reminding you that the existing appointment stays on the calendar.

    <img src="https://mintcdn.com/lawnstarter/C-48dDsJcqidODnZ/images/probase/service-detail-schedule/02-schedule-modal.png?fit=max&auto=format&n=C-48dDsJcqidODnZ&q=85&s=fc8b587bfe4a551215d77f870598be09" alt="Schedule appointment modal" width="500" height="845" data-path="images/probase/service-detail-schedule/02-schedule-modal.png" />
  </Step>

  <Step title="Save the appointment">
    Click **Schedule** to schedule the visit. The appointment appears in the service's history and on the calendar. The **Schedule Appointment** button is hidden once an upcoming appointment exists.

    <img src="https://mintcdn.com/lawnstarter/jkcCnZ6a0rw9HcEN/images/probase/service-detail-schedule/03-after-schedule.png?fit=max&auto=format&n=jkcCnZ6a0rw9HcEN&q=85&s=00bac5f2e486747e2d731514119c7271" alt="Service detail after scheduling" width="500" height="845" data-path="images/probase/service-detail-schedule/03-after-schedule.png" />
  </Step>
</Steps>

## View appointments

After creating appointments, you can view them:

* **On the service details page** - Shows all appointments for that specific service
* **On the calendar** - Click **Schedule** in the sidebar to see all appointments across all customers

<img src="https://mintcdn.com/lawnstarter/7UwShPM0RZbjwk9V/images/probase/calendar-appointments/01-calendar-overview.png?fit=max&auto=format&n=7UwShPM0RZbjwk9V&q=85&s=f98fdfd8632dde4a639ba39cc687e899" alt="Calendar overview" width="500" height="845" data-path="images/probase/calendar-appointments/01-calendar-overview.png" />

## View appointment details

Click on any appointment in the calendar or on a service page to open the dedicated appointment detail page.

<img src="https://mintcdn.com/lawnstarter/jkcCnZ6a0rw9HcEN/images/probase/service-appointment-detail/01-quick-facts-default.png?fit=max&auto=format&n=jkcCnZ6a0rw9HcEN&q=85&s=e752df140ed7cb329babbaf8b3213975" alt="Appointment detail page" width="500" height="845" data-path="images/probase/service-appointment-detail/01-quick-facts-default.png" />

The appointment detail page shows:

### Page Header

* Service name and customer first name
* Appointment status badge (Scheduled, Completed, Rescheduled, Cancelled, or Skipped)
* A back button to return to the previous page

### Quick Facts

Key details at a glance — property address, and for appointments due today: the customer's phone number (tappable to call) and a link to Contact Details.

### Quick Actions

Contextual buttons change based on the appointment status. For scheduled future appointments, you can send a confirmation SMS or open the **Manage Job** dropdown to complete, skip, reschedule, or cancel. For appointments due today, you'll see prominent buttons for getting directions (in your chosen [maps app](/getting-started/maps-preference)), sending an "on my way" text, and completing the visit.

<img src="https://mintcdn.com/lawnstarter/jkcCnZ6a0rw9HcEN/images/probase/service-appointment-detail/03-quick-actions-scheduled.png?fit=max&auto=format&n=jkcCnZ6a0rw9HcEN&q=85&s=6ec3343ff5e80ac46e1f40723c6328c5" alt="Quick actions for a scheduled appointment" width="500" height="845" data-path="images/probase/service-appointment-detail/03-quick-actions-scheduled.png" />

See [Completing appointments](/routes/completing-jobs) and [Rescheduling appointments](/scheduling/rescheduling-jobs) for details on each workflow.

### Assign or change the crew

Scheduled appointments show a crew row directly above the quick action buttons. Tap it to assign a crew (or swap to a different one) without leaving the appointment page.

* If the appointment already has a crew, the row shows the crew's color, truck icon, and name.
* If no crew has been picked yet, the row shows an amber **Not assigned to a crew yet** warning.
* If your team has no crews at all, the row turns into a shortcut to the Crews page so you can create one first.

<img src="https://mintcdn.com/lawnstarter/tH9tHJ2u-pkrTPQ1/images/probase/crew-assign/01-unassigned-trigger.png?fit=max&auto=format&n=tH9tHJ2u-pkrTPQ1&q=85&s=b5d67baa5f4f83eb01dff43a430c0259" alt="Unassigned crew row on the appointment detail page" width="500" height="845" data-path="images/probase/crew-assign/01-unassigned-trigger.png" />

Tap the row to open the **Assign Crew** modal, pick a crew, and tap **Save**. If your team has only one crew, it's pre-selected for you — confirm by tapping Save.

<img src="https://mintcdn.com/lawnstarter/tH9tHJ2u-pkrTPQ1/images/probase/crew-assign/02-modal-open.png?fit=max&auto=format&n=tH9tHJ2u-pkrTPQ1&q=85&s=9dd95ebc99bdc0694334598c573d4aee" alt="Assign Crew modal open with two crews to choose from" width="500" height="845" data-path="images/probase/crew-assign/02-modal-open.png" />

#### Assign one visit or every future visit

Recurring services [pre-schedule the whole chain of future visits](/scheduling/future-visits), so the modal includes an **Assign to all future service appointments** toggle:

* **On (default)** — the crew is assigned to this visit *and* every upcoming scheduled visit in the chain, so you only have to pick a crew once.
* **Off** — the crew is assigned to just this one visit. A note confirms the date, and other future visits keep their current crew.

<img src="https://mintcdn.com/lawnstarter/tH9tHJ2u-pkrTPQ1/images/probase/crew-assign-single/03-modal-toggle-off.png?fit=max&auto=format&n=tH9tHJ2u-pkrTPQ1&q=85&s=4a761c6852a4188627221ae2196c0075" alt="Assign Crew with the all-future toggle off, assigning only one visit" width="500" height="845" data-path="images/probase/crew-assign-single/03-modal-toggle-off.png" />

The new crew is reflected on the appointment detail page immediately, and you'll see a "Crew assigned." confirmation.

<img src="https://mintcdn.com/lawnstarter/tH9tHJ2u-pkrTPQ1/images/probase/crew-assign/03-assigned.png?fit=max&auto=format&n=tH9tHJ2u-pkrTPQ1&q=85&s=5e24c29673d4cfdf218662f03dffe292" alt="Appointment detail page after assigning a crew" width="500" height="845" data-path="images/probase/crew-assign/03-assigned.png" />

<Note>
  The crew row appears on every scheduled appointment — whether your team has one crew or many. It's the fastest way to pick a crew for an overdue or unassigned job from the appointment detail page itself.
</Note>

### Service Details

Shows the base service charge and any additional service items for this appointment, with quantities and prices and a grand total. Tap the **→** button to open the service items page where you can add extra charges for additional work or materials.

### Service Plan

Shows the service frequency (one-time, weekly, bi-weekly, or monthly), the next scheduled appointment date, and the invoice type.

### Contact Details

For scheduled appointments, the customer's name, phone number, and email appear at the bottom for easy reference.

## Next steps

* [Reschedule appointments](/scheduling/rescheduling-jobs) if plans change
* [Complete appointments](/routes/completing-jobs) when work is done
* [View the calendar](/scheduling/weekly-schedule) to see all scheduled work
