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 .
Rate this article so we can improve our service?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article