This guide is designed to assist when setting a follow up restocking service booking from a previous service.

All service records are located within the account object, this guide assumes you have opened the specific service record for editing. If this is not the case, please locate the account and open the service record you wish to edit

Select the drop-down arrow from Complete.

Click on the Create New Service.

1. Service Start: enter service start date and start time for follow up service.

1. AEDs to Service: enter number of AEDs required to be serviced.

1. Customer Preference: This will be automatically generated from customer account details to remind you of the preferred time the customer historically schedules in services.

1. Assigned To: assign to follow up service to appropriate staff member.

Click on Save.

Select the Related tab.