Scheduler displays an electronic calendar available for service appointments and shop events. An appointment editor is used to select existing customers or to provide entry screens for new customers. Scheduler may be left open on a 2nd monitor if available. Watch the Scheduler Overview video first (above) to learn about the Scheduler and customization options available. Changes made are also remembered for future usage by User profile selected from any SE shop PC.
Scheduler Options video (Step 1) should be viewed next to learn how to set ‘Regular Business Hours’, ‘Hours Visible on Schedule’, ‘Auto Adjust Appointment Time, ‘Drop off Time’ and setting up Holidays. Then watch Technicians Setup (Step 2) to see how to configure each technicians hours available. Then watch Add/Edit Schedule Statuses [States] (Step 3) to view system entries and how to add your own. Continue on with Add/Edit Schedule Resources (Step 4).
Demonstration clips are also provided below for Creating a New Appointment and Entering a New Shop Event (non-customer driven events impacting calendar).
Quick Peek 4 Step Scheduler Setup (30 seconds)
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