Team Setup

Our appointment schedule offers a variety of different views. Team View will allow the user to view your shop based on appointments booked for specific teams. Teams may have Advisors assigned to them with the option of assigning Technicians to each team as well. Having Technicians assigned to the team will give a realistic goal for the number of hours to sell per team. This can also be setup manually in Team Setup.

Unassigned Team - the unassigned teams acts as a catch all team meant to capture all appointments booked for any Advisor not yet assigned to a team. This team is always visible and cannot be removed.

The left hand side displays the store and branch drop down,the teams currently set up and the Options drop down which allows you the Add or Delete teams.

Add Team

  • Select add team from the drop down

  • Enter description and click save