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Using the Schedule Board
Using the Schedule Board
- Documentation Reviewer
Owned by Documentation Reviewer
Nov 19, 2021
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Use the steps in this section to complete everyday tasks on the schedule board.
Topics within this section:
- Filtering and sorting in Schedule
- Real-time changes to the schedule board
- Refresh the schedule board
- Double-booking and appointment conflicts
- Change the schedule board view
- Changing companies
- Working with appointments and service calls
- Working with resources
- Viewing reports
- Working with notes and attachments
To access Schedule's full capability, we recommend Google Chrome or other non-Microsoft browsers for your internet browser. Microsoft browsers may still be able to access Schedule but you may not have access to all features.