Rendering a Service Appointment

1. Navigate to the Schedule Section

• Click on "Schedule" from the left-side navigation panel to view the list of appointments.

2. Select the Appointment

• Locate the service appointment you want to render from the list.

3. Open the Appointment Details

• Click on the appointment row to open the details in the modal.

4. Initiate Rendering

• Click the blue Render Appointment button at the bottom right of the modal.

5. Confirm Rendering

• A modal titled Render This Appointment? will appear. Click Render Appointment to confirm.

6. Review Changes

• The appointment will be marked as Rendered in the schedule.

7. View Timesheets

• Timesheets for the completed appointment are automatically created. Go to Payroll > Active to view them.

8. Prepare Claims for Rendered Appointment

• Navigate to Billing > Pending Claims > Prepare Claims to include this rendered appointment in a claim.