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Manually Create a New Service Appointment for Lightning

Goal

Learn to create a New Service Appointment.

This method is to create a Service Appointment manually. The preferred method to create a Service Appointment is from the Scheduler. Click here to learn how.

After reading this Article you will be able to:

  • Navigate to the Service Appointments
  • Create New Service Appointments Manually

 

Attention Users: Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to Service Appointments

  1. Click App Launcher.

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  1. Enter Service Appointments in the Search bar.
  2. Click Service Appointments.

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Step Two: Create New Service Appointments

  1. Click New.

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  1. Fill in the * required fields.
  2. Click Save.

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