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

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options. The Service Options window opens.

2. Mark the Allow Technician Double Booking checkbox.
3. Select OK.
4. Select Yes or No to the question asking if you want to enable double-booking for ALL technicians.

Per Technician Setting

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians. The Technician Setup window opens.

2. Select a technician.
3. Mark the Allow Technician Double Booking checkbox.
4. Select Save. Set up double-booking for additional technicians, as needed.