By Team
Viewing by Team
Will give you an overview of the shop based on teams. Service Advisors can be linked to any team, but can only be linked to one team at a time. In this example there are three teams and one Unassigned column. Team names can be customizable either based on the Advisor's name or any other name that fits your internal process. Ie. Blue Team, Red Team etc.
In order for a Team to show on the Appt Sched they need to be setup in Team Setup.
Team View Expansion - Users can click the to expand the Team into full screen mode for better viewing. Simply click the green plus to expand and then the red X to closeto and return to viewing All Teams.
A Team Filter drop down will display once you change your view to be By Team.
To view only an individual team's appointments, select Team Filter, and click the team's name to view only that team.
If this option is selected, the appointment schedule only displays the selected team's appointments, the progress bar will then change to only display the the appointments and hours for the team selected.
Selecting a team to filter by also updates the side bar menu to display only the team's individual stats.
To mark a Team group as full for the day, right click in header column and select "Mark as Full".
To view all Teams again click Show All in the drop down or click on the red X by the Team name on the Appt Sched and all Teams will display on the Appt Sched again.
