Overview of Scheduler Wizard
This tutorial covers the initial setup and usage of the Scheduling Wizard
Scheduling Wizard Overview
The scheduler wizard allows you to select a list of desired resources for a session or event and book one or more of those available sessions or events.
How to View The Scheduling Wizard
- Click on the Calendar component
- Click the Calendar tab
- Click the Scheduler Wizard menu bar button
Initial Scheduling Wizard Setup
How to Schedule One or More Session
Step 1: Select Day To Book
Select the day in which you want to book sessions.
Step 2: Select Calendar Type
Select the calendar type to book the session.
Step 3: Select Scheduling Interval
Select the desired scheduling interval:
- Show Available Sessions Based On The Calendar Type
- Show Available Sessions The Minute They Are Available
- Show Available Sessions Based Upon Custom Intervals
Step 4: Select Employees, Equipment, And Locations
Select the desired resources under the Employees, Equipment, and/or Locations tab
Step 5: Add Clients To Schedule
If you want to schedule multiple clients at once add them to the Clients To Schedule tab
Step 6: Book One or More Sessions
If want to book a single session click on the Schedule Session button under the Schedule Session column.
If you want to book multiple sessions at once click on the Book All Sessions Listed Above That Have A Client button