Appointment subject & body
The text shown in an appointmentAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board.'s subject and body on the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline. is built from a template, not pushed verbatim from the back-office. That lets you decide once which fields - job number, customer, address, task description, etc. - get composed into the text every appointment carries, without changing anything upstream.
Templates are built by dragging fields, free text, and line breaks into a layout. The resulting template is applied to every new appointment that arrives from the back-office.
Changes apply to new appointments only. Existing appointments keep the content they were created with.
Configure it​
You set up these templates in the back-office area. See Field templates for the full walkthrough.