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Setting up Technicians for Double-Booking
Setting up Technicians for Double-Booking
When an appointment conflict occurs, you can resolve that appointment by allowing double booking. First, you set the option at the global level. Next, you assign the privilege by technician at the technician level. You can also automatically allow double-booking for all technicians.
Global Setting
Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options. The Service Options window opens.
- Mark the Allow Technician Double Booking checkbox.
- Choose OK.
- Choose Yes or No to the question asking if you want to enable double-booking for ALL technicians.
Per Technician Setting
Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians. The Technician Setup window opens.
- Select a technician.
- Mark the Allow Technician Double Booking checkbox.
- Choose Save. Set up double-booking for additional technicians, as needed.