The Scheduler

Does the Scheduler integrate with other calendars?
No, the Scheduler is a live calendar that dispatches jobs to all users for each business. You can book jobs with no 'Client' to block out time in...
Mon, 25 Apr, 2022 at 9:34 AM
How can I customize the colors of the jobs?
Job type colors can be edited through, Management Portal, Jobs > Job Type Templates > Color. The job type color shows in the top right-hand corner of ...
Mon, 25 Apr, 2022 at 10:22 AM
How can I customize the colors of the triangles?
These colours can be edited through, Management Portal, Jobs > Job Type > Edit > Scheduler Color > Select your preferred color > Save.
Mon, 25 Apr, 2022 at 10:23 AM
How do I access the Scheduler?
The Scheduler is an integrated calendar-based Job Management system that you can access via the CRM>Scheduler menu.
Mon, 25 Apr, 2022 at 9:33 AM
How do I add a job to the scheduler?
Create a New Job in the Scheduler by selecting the green New Job button or by holding and dragging over the desired date and times on the Scheduler grid.
Mon, 25 Apr, 2022 at 9:36 AM
How do I add a new Job Type from the Scheduler?
Job types are created in the Jobs section. Management Portal > Jobs > Job Types > + New Job Type.
Mon, 25 Apr, 2022 at 10:24 AM
How do I add a new User Group in the Scheduler?
A new user group can be added through the Scheduler by clicking on the + symbol at the bottom left hand corner of the Scheduler screen and selecting User Gr...
Mon, 25 Apr, 2022 at 9:27 AM
How do I add a new User in the scheduler?
A new User can be added user the Scheduler in the Management Portal, Select the + Button at the bottom of the Scheduler screen and select User, this will ta...
Mon, 25 Apr, 2022 at 10:25 AM
How do I add multiple people to a single job using the Scheduler?
Multiple Users can be assigned to a Job by dragging and dropping additional Users onto the created Job. Multiple users assigned to the job will need to comp...
Mon, 25 Apr, 2022 at 9:44 AM
How do I assign an Unassigned Job using the Scheduler?
You can assign an Unassigned Jobs by editing the Job and assigning it to a User or by simply dragging the job to a User. To edit the Job in the Scheduler si...
Mon, 25 Apr, 2022 at 10:09 AM