To turn on the Opportunities list visit settings than sync settings, check the box to enable. After enabling, Click the Opportunities icon on the right it will show a list of available customers. Select the one you need to schedule, choose your calendar and date. Save
How to use repair type and calendar import codes Add a job description to the Job Number filed in your management system. OnBoard scheduler will use the fist character to automatically select the repair type or calendar. To setup go to settings in OnBoard Scheduler, then repair types or your calendar list. Select an import
Sending SMS reminders Note: You must have Connected Shop to use this feature. Set the appointment SMS reminder ahead of time and relax. The scheduler will remind your guest, sublet vendor or Stakeholder of an upcoming appointment or event. From the details screen of an event that has SMS reminder enabled, click the bell . If
In order to send SMS reminders you must have Connected shop in conjunction with OBS. To set up SMS reminders, click setting, select the bell icon associated with that calendar, Check the box to enable reminders for the calendar selected. Click on . If you wish to add pertinate information for this calendar type in message
To add repair types, click on setting then repair types. Add a repair type , select color, text color and save under action. To view the repair type from the Calendar tab, Schedule tab and RO tab select the check box for repair type in the customize calendar view tab. Popular repair types are Express,
To add status, click on the setting tab, then status tab. Add new status, select color, and save using the action tab. Note… Numbering your status is very helpful as otherwise it will be displayed alphabetically. Status can be used in many ways, Examples of status may be, Scheduled in, Body, Paint, hold, Insurance hold
If syncing with your management system the Sources will be imported during the sync process
Technicians are added in the settings tab. Click on Technicians, add new technician name, select type color, text color and save. Technicians will be added to the calendar you are creating from the detail screen of the event. They can be viewed in the calendar view by selecting check box in the customize view tab.