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The Global Options settings are for all companies.

  1. Complete the following:

    • Schedule Time Scale: Choose the time scale to display on the schedule. 

      • 15 Minutes

      • 30 Minutes
      • 60 Minutes
    • Appointment Auto Reload: Choose to have the schedule automatically update as well as the refresh rate by entering the number of minutes (1-60) next to Time Period.
    • Date Display Setting: Choose the date format to display.
      • MM-DD-YYYY - 10-23-2021
      • DD-MM-YYYY - 23-10-2021
      • YYYY-MM-DD - 2021-10-23
    • Display Resource Overallocation (Timeline view): Choose to display the overallocation of resources in the Timeline view.
    • Max Attachment Size (MB): Enter the maximum MB file size for attachments.
  2. Choose Save.

Depending on the appointment auto reload setting, you may need to choose the Refresh  button at the top right of the Scheduling view to see your changes.

Clearing Cache

The Clear Cache buttons are also available by selecting the Hamburger menu and then choosing About.

Clear Customer Hub Cache

If you find that the Customer Hub does not open when you select the Customer Hub button from the Schedule Board, you may need to clear the Customer Hub cache. Clearing the cache on your machine will allow it to open again.

Clear Application Cache

Clearing the Application Cache will clear out all the data in the LocalStorage that we use to pass data between the Schedule and Customer Hub tabs. After they are cleared, we reset the selected resources, reload the service options and the time zones.

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