About Appointment Scheduling Methods
Table of Contents
Syncro offers several flexible ways to manage your calendar and coordinate with clients. Whether you need to link a meeting directly to a specific technical issue or empower your clients to book their own time, choosing the right method ensures your records stay organized and your team stays on track.
This document describes the different scheduling workflows available—from ticket-integrated appointments to general calendar entries—so you can choose the best approach for your specific workflow.
Method Comparison
To help you choose the most efficient scheduling method for your specific workflow, the tables below compare how each option integrates with your Tickets, Organizations, and Calendar.
| If you want to… | Then use… | Ticket Linked? | See Also: |
|---|---|---|---|
| Book a time for specific work to be done |
The Ticket Appointment button (for new tickets) +New > Appointment OR Appointments section > +New (for existing tickets) |
Yes (Automatic) | |
| Let the client pick their own time | The Appointment Link button in the Ticket Communications section. | Yes (Automatic) | About the Ticket Communications Section |
| Quickly book for a specific client | +New > Appointment OR Appointments section > +New (for a selected Organization) | No | About the Organization Details Page |
| Schedule a general meeting | The Global New (+) button > Appointment | No | About the Syncro Header & Primary Navigation Bar |
| Plan around an existing schedule | The Calendar tab (right panel, Create Appointment button) | Optional | Create an Appointment |
| Feature | Ticket-Based | Org-Level | Global/General | Client Self-Schedule |
|---|---|---|---|---|
| Auto-links to Ticket | √ | √ | ||
| Requires Organization selection | (implied in Ticket) | √ | (implied in Ticket) | |
| Custom Appointment Types available* | √ | √ | √ | √ |
| Appointment Reminder Schedules available** | √ | √ | √ | |
| Appears on main Calendar | √ | √ | √ | √ |
| Custom Appointment Links available | √ |
* Appointment Reminder Schedules can optionally be associated with Appointment Types.
**If an Appointment Type does not already have an associated Appointment Reminder Schedule, you can select one. If the Appointment Type has an associated Appointment Reminder Schedule, selecting one overrides it.
Which Method to Use
Keep these two key factors in mind to ensure your appointments are recorded correctly and your workflow remains efficient:
- Does this meeting require a Ticket?
- Yes (Ticket-Linked): Use the Ticket Appointment button or select an existing ticket via the Calendar. This ensures the appointment appears in the Appointments section of the Ticket Details page. This is best for technical repairs, on-site visits, or scheduled follow-ups.
- No (General Appointment): Use the Organization's Details page or Global New (+) menu for discovery calls, account reviews, or internal meetings. These will appear on your main Calendar but will not be associated with a specific ticket.
- Who is choosing the appointment time?
- You (Internal Booking): Use the Ticket, Calendar, or Global New (+) menu if you need to apply specific Appointment Types or Appointment Reminder Schedules to the entry.
- The Client (Self-Scheduling): Use an Appointment Link within the Ticket Communications section. This eliminates "email tag" by letting the client choose a slot that fits your real-time availability. Note that this method does not support Appointment Types or Appointment Reminder Schedules.