Scheduling

• About Scheduling
• About Appointments
• Setting Up the System for Scheduling
• Using the Scheduling Board
• Additional Ways to Use the Scheduling Board
• Creating an Appointment Type
• Maintaining Appointment Status Codes
• Scheduling Method--Multi-Day vs. Single Day
• Scheduling Single Day Appointments
• Scheduling Multi-Day Appointments
• Determining at What Level to Schedule
• Automatic Resource Scheduling
• Setting Up Automatic Resource Scheduling
• Setting the Header Date Formats
• Scheduling and Rescheduling Linked Appointments
• Rescheduling Appointments
• Dispatching a Partner
• Scheduling vs. Dispatching Overview
• Global Scheduling for Shared Partners
• Selecting Tasks to Display on the Scheduling Board
• Reviewing Appointment Status History
• Scheduling by Proximity
• Profile Specific Appointment Defaults