Scheduler Setup
For administrators. Administration → Scheduler Setup sets the words your users see and how the calendar is laid out.
Entity Names
Scheduler Setup → Entity Names lets you choose the words your users see throughout the scheduler. Each term has a singular and plural form.
| Section | Example wording | Where it appears |
|---|---|---|
| Location | Branch / Branches | Branch filter, field labels, View By |
| Service Location | Bay / Bays | Bay filter, field labels, View By (only when bays are enabled) |
| Service Provided | Service Item / Service Items (or Repair Task) | Service item fields and filter |
| Appointment Status | Status / Statuses | Status field and filter |
| User | Technician / Technicians | Technician fields, filter, View By |
| Customer | Customer / Customers (or Company) | Customer field, Add Customer window, Customers menu |
Calendar Settings
Scheduler Setup → Calendar Settings
| Setting | Effect in the scheduler |
|---|---|
| Work Day Start / Work Day End | The hours shown when the calendar is in business-hours mode, and the hours shaded as working time in full-day mode. |
| Default Appointment Duration (min) | How long a new appointment is by default. The end time is set from this. |
| Slot Height | How many minutes each labeled row on the time axis covers (15, 30, 60, 90, 120 or 240). Each row is split into two clickable slots. 90, 120 and 240 are only recommended for full-day views. |
| Enable Bays | Turns bay scheduling on or off. When on, users get a Bay field on appointments, a Bays filter, and a Bays option in View By. |
| Viewable Roles | Which user roles appear as technicians that appointments can be assigned to. |
The Work Week view always shows Monday through Friday.