Setup
You will need the following permission in your security group: Can create and update appointments.
Click here to learn about permissions and security groups.
New Scheduler experience
Uptick's Scheduler has been redesigned with a new layout and functionalities to help your team work faster.
You can switch to the new experience using the "New Scheduler experience" toggle in the top right corner of the page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
How to schedule leave and other non-task events in the scheduler
1. Navigate to Scheduler from the Main menu on the right-hand side, then click Select users, tick the names of the fields users and click Update Technicians.
2. Hover over a technician's column for the day you want to schedule and click + icon.
3. Then select:
Technician: A user with the Technician security group
Type: Select from available types or add more in Control Panel > Task session types.
Start and End date/time.
Multiplier: Set in Control Panel > Rate Multipliers.
Add Notes if needed, then click Create and Submit or + Create.
If you want to create non-task sessions, select Frequency during creation. This functionality is only available via New Scheduler Experience.
Video
Recommended steps
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