Advisors dictate the number of appointment slots displayed on the Appointment Schedule in the Scheduler View. Upon installation, Advisors are activated and setup automatically using the following criteria:
Using Service History we validate all Advisors who have closed at least 1 Repair Order in the last 30 days.
Only Advisors that had 1 + Repair Orders in the past 30 days will qualify to be automatically activated.
Add a New Advisor
Use the drop down list to search for any Advisor, followed by clicking Add to add a new Advisor to the active list.
Newly added Advisors are setup with a default work schedule which can be modified at any time.
Advisor Screen Tabs