Our Appointment Schedule offers a Team View which will allow you to view your shop based on appointments booked for specific teams. Teams may have Advisors assigned to them with the option of assigning Technicians to each team as well. The benefits to assigning Technicians to a team will give a realistic goal for the number of hours to sell per team.Â
Unassigned Team - the unassigned teams acts as a catch all team meant to capture all appointments booked for any Advisor not yet assigned to a team. This team is always visible and cannot be removed.
Add Team
Enter Team name in the blank field, followed by clicking Add Team
The Team will appear in the list below
Team Setup Screen Tabs
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Go to Technicians Setup