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Configuring Your Calendar

Configuring Your Calendar

 

This forum post will teach you how to customize your calendar to your liking and business needs. This main use for this is to create a comfortable work environment that you can use and customize to your liking. You can use customer retention tracking, view your calendar in weekly view, and much more!

 

Step 1. Go to Calendar then click Configuration

Calendar_Configuration_1.jpg

 

 Step 2. Select a Service provider to Move them up or down the order on the calendar.

Calendar_Configuration_2.jpg

 

 Step 3. Click the Arrow keys to move the selected Service Provide up or down and click Save

Calendar_Configuration_3.jpg

 

The Service Provider will remain at the selected position

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 Step 4. Select Week for default view when first logging and click Save.

Calendar_Configuration_5.jpg

 

 The calendar will now be displayed in the Week format.

Calendar_Configuration_6.jpg

 

 Step 5. Select a day of the week for Week View Starting Day and click Save

Calendar_Configuration_7.jpg

 

 The week will now start on the day selected

Calendar_Configuration_8.jpg

 

 Step 6. Insert the maximum number of service provider calendars  you would like to view at one time.

Calendar_Configuration_9.jpg

 

 The amount of calendars view-able will not go higher than the amount selected.

Calendar_Configuration_10.jpg

 

 Step 7. Choose a calendar resolution so that time is separated by a set amount of minutes and click Save

Calendar_Configuration_11.jpg

 

 This is used for more accurate scheduling for short duration type of appointments.

Calendar_Configuration_12.jpg

 

 Step 8. Insert a Spacing Value for the calendar and click Save.

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 The value must be between 16 and 30 and the lower the number the more times will be displayed at one time on the calendar screen.

Calendar_Configuration_14.jpg

 

 Step 9.  Select to mark the current time and click Save.

Calendar_Configuration_15.jpg

 

 A black bar will move throughout the day to display the current time.

Calendar_Configuration_16.jpg

 

 Step 10. Select to Track Customer Retention and click Save.

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 Customer Retention Tags will now be displayed next to the customer's name

Calendar_Configuration_18.jpg

 

 Step 11. Disable Label all calendar lines and click Save.

Calendar_Configuration_19.jpg

 

 Calendar lines will be labeled every other fraction of time selected.

Calendar_Configuration_20.jpg

 

 

 

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