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The Global Options settings are for all companies. After making the changes, choose the Save button.

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.

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

Show Horizontal Scrollbar (Timeline view)

Mark this check box to display a horizontal scrollbar when you are in the Timeline view on the Schedule Board. This check box defaults to unmarked (hidden).

  • If unmarked, the Timeline view hourly columns are condensed to display the Days to show setting on one screen. The Days to show drop-down is found in the top right on the Schedule Board.
  • If marked to show the horizontal scrollbar in the Timeline view, the hourly day columns are not condensed and you may need to scroll to view additional days.

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.

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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