Description In the latest release, you are able to hide inactive producers from your Work Schedule and Producer setup windows. This will reduce clutter and simplify your task. This article...
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Description The process of finding Time Off entries blocking you from making changes to the Scheduler on a specific day has been simplified dramatically. You can now visit the date...
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Description Replacing Producers with new team members has typically been a lengthy process in the past. This new utility will reduce this process into a couple of simple clicks. This...
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Description The new Work Scheduler report utility was created to help you establish finer control over your producer's work schedules. This utility will allow you to easily review the work...
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Please note: This article and report depend entirely upon using the new Search Blocked Off report. The guide for that report is linked below and at the end of this...
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If your office likes to use the "Perfect Day" booking practice, this new report will help you navigate this booking method much more efficiently. A brief description of this concept,...
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Description This article will guide you through the steps of add producer time-off. Step-by-Step Open up the Scheduler Head over to the Scheduler icons located on right, and click on...
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Description This article follows "Chair Setup". These next steps will guide you through how to set up producer hours and add them onto the Scheduler. Open up the Scheduler Head...
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Description This article follows "Adding a Producer". These next steps will guide you through how to add a chair. Please check out "Setting Producer Hours" once this article is complete...
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Description This article will guide you through the steps of creating an Appointment Code. To create the Appointment Type, please check out the linked article: Adding New Appointment Types Step-by-Step...
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