Work Schedule
Advisors have default work schedules assigned to them upon installation that can be modified to match their daily schedules.
To make changes to the Work Schedule, select the Advisor's name in the Advisor list box, highlight any row and click the Options drop down. (See screenshot below)
To add more details to an Advisor's work schedule, click Options->Add New Rule. Rules give the option to add: partial day, day and/or multiple days to schedule for a defined amount of time.
Note: regardless of the Advisor schedule, the last appointment displayed on the Appointment Schedule is taken from the Last Appointment Time entered in the Shop Hours screen.
Add New Rule
Choose a begin date by selecting the calendar drop down
Enter the start time and end time of the advisors shift
Frequency defaults to weekly but can be changed to daily
Interval - The interval, if 1, tells the system to repeat this same rule every week; if 2, repeat every other week; if 3, every third week and so on. This is based on the Frequency being set to Weekly.
Extra - If set to weekly the user can choose which days of the week this schedule will take place on.
Range - How long the schedule will go on for
Infinite
Occurrence
Until a specific date