How to create boxes in the Schedule - Spotter V2

Created by Andre Greiner, Modified on Tue, 07 Mar 2023 at 11:39 AM by Andre Greiner

The boxes are used to make the available times for salespeople's meetings visible for the Pre-Salesperson to make appointments.

1.  To create a new box, access the side menu by clicking on  Schedule .

 

2.  Select the  desired Seller  and choose between the  Block Marking  or  Pattern Marking options . 

 

block marking

Block marking allows you to create a specific box in the seller's agenda.

1.  Select start and end dates;

2.  Enter the desired times in the input fields.

3.  If you want to add more schedules, click on + New. 

4.  Select the days of the week when this schedule will be available.

5.  If you want to add information, use the notes field to make notes.

6.  Click Save to finish the process.

 


NOTE:  Boxes are not created automatically. After the selected period, it is necessary to create more boxes. 

Tagging by default

The markup by default is a model of user-configured boxes, thus avoiding the manual creation of boxes every time this is necessary. To create boxes using a pattern, do the following:

1.  Select the desired Pattern.

2.  Enter  the period for which the pattern will be applied;

3.  Mark the days of the week. 

4.  If you want to add notes, use the Notes field. 

5.  Click Save to finish the process.

Scheduling defaults are configured by a manager account in the  Calendar  >  Scheduling Defaults side menu  

 

 


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