Scheduler Groups allow you to control the order of the technicians shown in the Scheduler. You can also filter the Technicians to a particular Group. Scheduler Groups are useful for dividing the different kinds of Technicians, for example Apprentices and Tradesman, or based on geographical areas – for example Plumbers North, Plumbers South.
Note: Unlike Teams which will filter both the Jobs/Quotes and Technicians, filtering by a Group will only filter the Technicians displayed.
1. To create a Scheduler Group go to Administration → Scheduler Groupings
2. Click on Add Group and enter a group name.
In the following example, we added Suburb 2 as group name.
3. Once the Group has been created, you can drag Users from the right panel into the Schedule Group. You can also drag the Users within the group to set the order in which they will appear on the Scheduler.
4. Click Save to record the changes made.
If you view the Scheduler, you will now be able to see the new Scheduler Group.
Note: If not filtering by Group, the users will be displayed from Left-Right in the Groups and Top-Bottom in each Group.
Creating Booking per Scheduler Group
When creating a booking for a certain job, you have the option to book it for the rest of the users under the same group.
For example, if Test User belongs to North Group, you can add the rest of the users under North Group by clicking Add All Users In Group as shown in the image below.
Note: You can organise or adjust groupings in Administration → Scheduler Groups.
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