FAQS
In the Scheduler view you are able to access and/or edit User details of a job via a drawer that appears from the right side of the screen. This can only be...
Tue, 28 Oct, 2025 at 11:44 AM
You can create a new User without having to leave the Scheduler screen by clicking on the + symbol at the bottom of the screen > User. A drawer will open...
Tue, 28 Oct, 2025 at 11:51 AM
To view the Job value in your Scheduler, you will need to select the Day view. There you can see the value listed just beneath the agent's username: ...
Tue, 28 Oct, 2025 at 12:58 PM
By default, the entire week - Monday to Sunday - is viewable in not only the Scheduler, but also the Diary in the mobile App. There may be specific days tha...
Fri, 24 Jan, 2025 at 1:25 PM
There are a few ways that you can create new jobs from the Scheduler in the Web Portal, or the Diary in the App. To create a new job via the Scheduler: ...
Tue, 4 Feb, 2025 at 1:50 PM
If you cannot see or view the Scheduler it may be because you do not have the permission set for your User account or User Group to be able to view or use t...
Wed, 1 Oct, 2025 at 12:50 PM
An easy way to book in holiday leave for a User in the scheduler is to create a 'job' with a Job Type for leave, so that a time can be blocked out a...
Wed, 1 Oct, 2025 at 12:37 PM
In the scheduler on the right hand side of the screen, you'll find the 'Quick Create Job' option. Complete the fields and then drag the job elem...
Wed, 1 Oct, 2025 at 11:15 AM
You can edit the Contact details without leaving the Scheduler screen by clicking on the job in the Scheduler > View Client Details. This will o...
Wed, 1 Oct, 2025 at 11:12 AM