How to create and manage technician schedules in SalesVu. Click and drag to build shifts, set repeat rules, assign colors, then publish to send email and text confirmations to your team. Published schedules automatically become available booking slots for customers.
In this video I will show you how to create a schedule for your employees or technicians. First click on Employees at the bottom and click on a scheduler at the top. If you have more than one location feel free to click on the drop down and select the correct one. Now to create a new schedule we will simply click and drag select one employee or multiple employees, double check the times of the shift, assign a color if you want to and you can also repeat this shift. You can select the days, have an end date and you can also add comments to the shift if needed. Now create and publish and at this time we will send an email and text confirmation to the technician. Now this schedule will be the booking time for customers. If an employee is taking vacations. Don't create a schedule or delete it for the time being. Thank you for watching and please let us know if you have any questions.
