6:19 min Intermediate Scheduler Description This video will cover how to block time off in your scheduler and search blocked time off for Perfect Day booking in version 5.1 Blocking...
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Description version 5.1+ Hide inactive producers from your Work Schedule and Producer setup windows to reduce clutter and simplify your task. Step-by-Step Visit the Scheduler Module. Select the Paper and...
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Description version 5.1+ The process of finding Time Off entries which prevents you from making changes to the Scheduler on a specific day has been simplified dramatically. You can now...
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Description version 5.1+ 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...
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Description version 5.1+ 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 review the...
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Description version 5.1+ The Find Appts option resides within the Search Blocked Off Report, added in version 5.1. Find Appts will aide you in searching for specific appointments such as...
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Description version 5.1+ The Search Blocked Off report added in version 5.1 allows you to easily identify and adjust Time Off entries for all producers via one streamlined report. Offices...
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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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