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.