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Shop Loves Customized Scheduler Appointments Tab

Shop Loves Customized Scheduler Appointments Tab

Postby timbre4 » Wed May 17, 2017 8:01 am

Wanted to share that another Manager SE shop (Tommy's) is now very pleased with their customized workday view on the Appointments tab! They created their own Appointment States and then NUMBERED them (1 Waiting Appointment, 2 Drop, etc.) to support the way they want to monitor appointment workload per day.

To add/edit your Appointment States:
states.png
 
Here are the steps to re-create a similar view on your screen:
1. Turn off Default Group (if engaged)
2. Right-click on Start Date and select Group By
3. Right-click on Appt. State and select Sort Ascending
Appt by Date then Appt State Ascending2.png
 
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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timbre4
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