If you have enabled the Unscheduled Activates option from the configuration and the ‘Appointments’ and Service activities’ don’t have any required attendees and assigned resources, the Unscheduled Activities button will appear on the header in the Calendar page.
It opens dialog box with list of Unscheduled Activities.
This list comprises of two activities based on activity type selected. Start and End date filters to filter activities along with search box to search activities.
If activity type is ‘appointment’, it shows all the appointments that don’t have any required attendees assigned.
To assign attendees to an appointment, select appointment as the ‘activity type’ from the dropdown, select activities and click on Set Required button.
Clicking on ‘Set Required’ button, it will open dialog box to select required attendee.
Select the attendee as required and click on Save button.
Upon saving, attendees get assigned and that activity gets removed from the list of unscheduled activities.
If ‘activity type’ is service activity, it shows all the service activities that don’t have resources assigned.
To assign resources to the service activity, select service activity as the activity type from the dropdown, select the service and click on Set Resource button.
Clicking on ‘Set Resource’ button, it will open dialog box to select required resources. Select them as required and click on Save button.
Upon saving, resources get assigned and that activity gets removed from the list of unscheduled activities.