Schedule Everything
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.
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
Sync setting will be used in the event you wish to use your management system to communicate to “OBS” Currently “OBS” communicates with CCC One and Summit Software Solutions. If your Management system is CCC One you can follow the steps provided. Once you have checked the CCC One check box. If you are
Flags are set up in settings. Flags can be used for virtually anything. Flags are very visible in the calendar and overview and in details. Flags can also be used in conjuction with alerts. (See Alerts) They can be used for different departments or tasks. a few examples might be: Parts here, Need parts,
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
Jump to video on setting up calendars To set up a calendar cick on click on Click the days of the week your business is open, and enter the hours of operation. To create a new calendar: Click on . Enter the name of the calendar, select the default length for the apptointment, click on the
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