Schedule Everything
Managing and updating user accounts Your login account must have rights to the account tab to manage or update a user account. Click on + Locate the the Employee’s name that you would like to edit or update. A single click on the persons name will highlight the line. Check or UN Check
To clear all filters click on re set from calendar view under service writers names. once reset you will need to click the round radio dial in the calendars section. F5 will refresh the Scheduler
Click the round “RADIO” button in the box of calendar on the left of the screen to change the header. The display of the header was created in settings based on the calendar type and count etc…
OnBoard Scheduler currently accepts credit card payments. Once logged in click the account tab in the top. If you don’t see the account tab your user account has not been given rights. You can ask the person in your organization that setup the account to give you rights Once in the account section click the
OnBoard Scheduler does not support Internet Explorer. Please use Google Chrome, Edge, or FireFox at this time. If you are using CCC One as your data pump, please remember that if you CHANGE your LOGIN and/or PASSWORD info in CCC One, you must change the CCC One in formation in the OnBoard Scheduler settings tab
OnBoard Scheduler allows the user to share any of the calendars they choose. Great for sublet vendors. The shop can choose to allow editing or view only in the case of a sublet vendor. 1. Basic: Good for scheduling vacations, meetings, HR, daily, weekly and monthly events. There are no limits (counts) involved in a
To setup a new service writer, click on , click on , click on & type the name. Please note: If you are using a management system that interfaces with “OBS” the service writers will auto populate. To delete a service writer click on select writer Click the box next to the name, then
Adding a new user To add users click on + + Enter necessary fields and save. OBS is cloud based, If the user name is already in use you must choose another username. This will redirect you to System access. Choose the appropriate settings for the user and select which calendars they need