What it is
This covers three related pages: Appointments (the list/detail of individual appointments), Schedule (the team-wide calendar), and My Schedule (your own personal calendar).
Who can use it
| Page | Path | Roles |
|---|---|---|
| Appointments | /appointments | csr, door_expert, project_manager, manager |
| Schedule | /schedule | csr, dispatcher, manager |
| My Schedule | /my-schedule | door_expert, project_manager, design_concierge, csr, manager |
Admin and Executive bypass all page gates.
How to get there
/appointments (list), /appointments/$id (detail), /appointments/$id/edit (edit), /schedule (team calendar), /my-schedule (personal calendar).
Key screen areas
| Area | What it shows |
|---|---|
| Appointments list | All appointments, filterable by status/date |
| Appointment detail | Customer, opportunity link, time, notes |
| Edit appointment | Change time, assignee, or notes |
| Schedule | Team-wide calendar across dispatchers/reps |
| My Schedule | Only your own upcoming appointments |
Step-by-step how-tos
Book a new appointment
- From a customer (
/customers/$id/appointments/new) or opportunity (/opportunities/$id/appointments/new), click New Appointment. - Choose a date (dates display as MM/DD/YYYY) and time, and assign the right person.
- Save — it now appears on
/appointments,/schedule, and the assignee's/my-schedule.
Reschedule or edit an appointment
- Open the appointment from
/appointmentsor from the customer/opportunity page. - Go to
/appointments/$id/edit. - Update the date/time or notes and save.
Check your day
- Go to
/my-scheduleto see only what's assigned to you. - Use
/scheduleinstead if you need to see the whole team's calendar (e.g. for coordinating dispatch).
Tips & Warnings
Tip: If a job is sold (SAD paid), remember the 48-hour SLA to get the site assessment appointment booked.
Note: /schedule is a team view meant for CSR, Dispatcher, and Manager coordination; /my-schedule is personal and available to a broader set of roles who need to track their own bookings.
Warning: Always double check the date format — YND OS displays dates numerically as MM/DD/YYYY, which can be easy to misread as day/month if you're used to other formats.
Related pages
/help/features/customers/help/features/opportunities/help/features/dispatch-routing/help/features/recordings-note-taker