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  1. In Schedule, choose the hamburger menu icon and then choose Settings.
  2. In Company Options under Schedule Configuration, complete the following fields, as needed:
    • Schedule Days to Retrieve on Load (1-14): Enter the number of schedule days to display.
    • Unscheduled Days Forward to Retrieve on Load (1-60): Enter ) 
      Enter the number of unscheduled days forward to display.
    • Unscheduled Days Back to Retrieve (1-180) 
      Enter the number of unscheduled days back to display.
    • Time View Bar Height (pixels 20-200): Enter the height of the resources rows that display on the schedule board.
    • Week View
      • Number of Days in Week View: Enter the number of days to display in the Week View.
      • Skip Saturday/Sunday: Mark the checkbox next to the weekend days to not display on the schedule.
    • Schedule Visible Hours: Enter the start and end time to display on the schedule.
    • Automatic Status Assignment (Drag & Drop): Choose the status to automatically update after dragging from the Unscheduled grid to the schedule board for the following options. If the option is left blank, the status will not automatically update.
      • Unassigned Update
      • Unscheduled Update
      • Scheduled Update
      • Unschedulable Status: This status applies to dragging to the schedule board as well as within the schedule board.
        Two examples:
        • Unschedulable Status set to Waiting for Parts, this will prevent this appointment from being dragged to the schedule board. The status would have to be manually updated in appointment details and then dragged.
        • Unschedulable Status set to Closed - This will prevent the closed appointment from being dragged to a different time slot or resource.

      • Mapping Options: See Map View setup.
  3. Choose Save.

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