Converting a quotation into an appointment is easy.

First, start by creating a quotation.
​Refer to this article on creating a quotation.

Once your quotation has been created, click the "Convert to new Appointment" button in the Quotation dialog.

You'll be directed to the scheduler to fill in the appointment details.

Any applicable details such as the client name and service address will automatically be filled in.

Refer to this article on creating an appointment.

Once you have filled in all applicable information, click "Save" at the bottom.

When you click on the "Activity Timeline" button within the appointment dialog, you'll notice that the quotation is automatically attached to this new appointment!