{"id":13828,"date":"2024-02-22T09:47:42","date_gmt":"2024-02-22T09:47:42","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%b1%d8%aa%d9%8a%d8%a8-%d9%85%d9%88%d8%b9%d8%af-%d8%b9%d9%84%d9%89-%d8%a3%d8%ad%d8%af-%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d9%86%d9%88%d8%b9-%d8%af%d9%88%d8%b1%d8%a9-%d8%b9%d9%85%d9%84\/"},"modified":"2026-01-28T12:47:32","modified_gmt":"2026-01-28T12:47:32","slug":"scheduling-an-appointment-on-one-of-the-work-flow-documents","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/scheduling-an-appointment-on-one-of-the-work-flow-documents\/","title":{"rendered":"Scheduling an Appointment on one of the Work Flow Documents"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1747223481180{margin-left: 200px !important;}”]Through the system, it is possible to schedule appointments associated with workflow documents and link them to the client, enabling reminders for them, and to repeat them in a regular automatic cycle among other features.<\/span>[\/vc_column_text][vc_custom_heading text=”How to schedule an Appointment for a Document of a Workflow Type” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709632930154{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1747223638237{margin-left: 200px !important;}”]<\/p>\n

Click on the name of the workflow type in the dropdown under “Workflows” in the main menu, and from the workflow document file, click on <\/span>\u201cSchedule Appointment\u201d<\/b><\/p>\n

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Fill in the following information:<\/span><\/p>\n