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🛠️Scheduling Set Up: Scheduling Groups

Scheduling Groups enables schedulers to better organize users, clients, and resources beyond business units. Groups such as Team, Region, and Level can be defined and later used for scheduling views in the Overview view only.

How to Create Scheduling Groups for Clients?

How to Create Scheduling Groups for Users? 

To use this feature, turn on the [Enable Scheduling Groups] toggle to make the [Scheduling Groups] in both [Client Information] and [Staff Information] tabs.

 

How to Create Scheduling Groups for Clients? 

  1. Select [Settings]
  2. Select [Organization]
  3. Select [Client Information]
  4. Select [Scheduling Group]
  5. Select [Add Data Field]
  6. Add in [Field Label] and all possible [Options]  
  7. Press [SAVE]
  8. Add as many [Scheduling Groups] as needed for your organization

🗒️ Note: [Section] and [Data Type] are greyed out when creating Scheduling Groups. Only [Field Label] and [Options] are available sections needed to be filled out. 

How to Create Scheduling Groups for Users? 

  1. Select [Settings]
  2. Select [Organization]
  3. Select [Staff Information]
  4. Select [Scheduling Group]
  5. Select [Add Data Field]
  6. Add in [Field Label] and all possible [Options]  
  7. Press [SAVE]
  8. Add as many [Scheduling Groups] as needed for your organization

 

Click here to see how to use in the [Overview] view.