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.
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.
Video
Recommended steps
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