Setup Scheduling and Appointments
Different options for managing Scheduling and Appointments
Access the following using
from the Main Menu.- Assignee Scheduling - add an individual time block for an assignee and/or create a recurring Weekly Schedule.
- Calendar Defaults - settings to manage the default behavior of the Calendar.
- Reasons - setup reason why an Appointment has a certain Status.
- Routes - setup geographically related areas to specify on Appointments. This is to minimize travel providing customer service.
- Statuses - specify Statuses available for Appointments.
- Types - specify different types of Appointments