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19
Dec, 2017

Flags #6

  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, 

18
Dec, 2017

Calendar Types #1

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

16
Dec, 2017

Setting Up and Maintaining Calendars V#1

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

16
Dec, 2017

Setting Up & Deleting Service Writers #2

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 

16
Dec, 2017

Adding a New User #30

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

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