19 AppointmentsEnglishالعربيةfrançaisTagalogहिन्दी

• Answers

1 Reps 2 Creating a Rep 3 Charging Rates 4 New Appointments 5 Selecting Services 6 Time Increments 7 Customise Screen 8 Week and Month 9 Roster Link 10 Creating Services 11 Itinerary 12 Leads Link 13 Workshop Link 14 Timesheet Feed 15 Auto Load Hours 16 Itinerary Equipment 17 Feedback Report 18 Google Calendar 19 Customer Support 20 Open Log via Date 21 Open Customer 22 Team Viewer Link 23 Public Holidays

Overview

Appointments Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Reps - How do you display employees on the calender?

2. [ ] Creating Reps - How do you create a Rep?

3. [ ] Charging Rates - Can you set-up service charges?

4. [ ] New Appointment - Can you create a New Appointment from the Main Calendar?

5. [ ] Selecting Services - Can you add a charge to the appointment?

6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen?

7. [ ] Customise Screen - How do you add Reps and multiple Time Zones to the Main Calendar?

8. [ ] Week and Month - Can you change the view to display week or Month?

9. [ ] Roster Link - Why would you use the employee roster to allocate your availability?

10.[ ] Creating Services - Can you add a service charge?

11.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments?

12.[ ] Leads Link - Can you create a New Appointment from the Leads screen?

13.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen?

14.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs?

15.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?

16.[ ] Itinerary Equipment - Where can you see what equipment has been worked on?

17.[ ] Feedback Report - Where can you see the appointment Notes and Feedback?

18.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar?

19.[ ] Customer Support - How to Add a Customer to the Customers on Support List?

20.[ ] Open Log via Date - When you drill down on the Active Until date which form opens?

21.[ ] Open Customer - When you drill down on the customer name which form opens?

22.[ ] Team Viewer Link - Can you load Teamviewer directly from the support log?

23.[ ] Public Holidays- Where can you configure what public holidays are coming?

Notes: Are there any aspects in this area that more training would be useful?