When scheduling service appointments learn how to quickly assign a Service Advisor or Technician. To accomplish this goal a system administrator will first have to mark designated Users as a Technician and/or Advisor. Learn how to Designate a user as a Technician.
Begin by working from the Service Department App and clicking on the Scheduler Tab.
Use the Scheduler to assign a Service Appointment by double clicking a time slot under the desired Tech/Advisor.
The Event screen will pop up when a time slot is double clicked in the scheduler and set the Adv/Tech field by default. To look up a different users to assign to the appointment, use the drop down arrow and search for the Adv/Tech. Click on the name to assign that person as shown in the example.
The Scheduler will show the blue Customer Service appointment under the column for Brock Coleman.