How do I schedule an appointment?

This article will walk you through scheduling an appointment in Palmtech.

1. To schedule an appointment you first need to log into your portal. You can do this by clicking on 'Login to Portal' on the right-hand side of the Palmtech Shell or by visiting: https://www.portal.palm-tech.com/account/login.php
   
   
   
2. Click on 'Scheduling' at the top.
   
   
   
3. This will open up your Palmtech Scheduler.
   
   
   
4. To schedule your appointment, click on the plus sign on the day you want to add your appointment. For this example, we will add an appointment on the 17th.
   
   
5. Once you click the plus sign for the date, a time window will pop up. Simply choose the time for the appointment. We will use 2:00 PM for this example.
   
   
   
6. Enter the Appointment Details and click on 'Add Appointment'.
   
   
   
7. Your scheduled appointment will now appear on your calendar.
   
   
8. When you Open up Palmtech on the PC or the App and start a new inspection, the appointment you scheduled will appear.
   
   
   
9. Choose the appointment and click on the 'Start New' button and all the information from the appointment will automatically populate into your report.