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