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, then click Select users, tick the names of the field users and click Update Technicians.
2. Hover over a technician's column for the day you want to schedule and click the + icon.
3. Complete the event details:
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: Configured in Control Panel > Rate Multipliers, learn more How to add, update or delete Rate Multipliers
Frequency: Choose how often the event repeats — Does not repeat, Repeat daily, Repeat every week day, Repeat weekly, Repeat fortnightly, Repeat monthly, or Repeat quarterly.
Create duplicate events for all visible technicians: Tick this to create the same event for every technician currently shown in the calendar.
Add Notes if needed, then click Create and Submit or + Create.
Video: AI Scheduler Webinar
For a visual walkthrough, watch the Create task session section of the video below, starting at 27 min 29 seconds.
Recommended steps
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