Scheduler Overview

Scheduler displays an electronic calendar available for service appointments and shop events. An appointment editor is used to select existing customers or to provide entry screens for new customers. Scheduler may be left open on a 2^nd monitor if available. Watch the Scheduler Overview video first (above) to learn about the Scheduler and customization options available. Changes made are also remembered for future usage by User profile selected from any SE shop PC.

Scheduler Options video (Step 1) should be viewed next to learn how to set ‘Regular Business Hours’, ‘Hours Visible on Schedule’, ‘Auto Adjust Appointment Time, ‘Drop off Time’ and setting up Holidays. Then watch Technicians Setup (Step 2) to see how to configure each technicians hours available. Then watch Add/Edit Schedule Statuses [States] (Step 3) to view system entries and how to add your own. Continue on with Add/Edit Schedule Resources (Step 4).

Scheduler User Guide

For more detailed printable (PDF) instruction on using the Scheduler in a User Guide format click the button to open the Scheduler User Guide in the Mitchell 1 Knowledgebase.

Scheduler Setup Demo Clips

Demonstration clips are also provided below for Creating a New Appointment and Entering a New Shop Event (non-customer driven events impacting calendar).

Quick Peek 4 Step Scheduler Setup (30 seconds)

Manager SE	ShopKey Shop Mgmt. SE
Step 1: Scheduler Options https://youtu.be/9xZ5naUmeeE Step 2: Technician Setup https://youtu.be/xhCNehRnvRM Step 3: Add/Edit Scheduler Statuses https://youtu.be/JwWQgkxC_ZA Step 4: Add/Edit Scheduler Resources https://youtu.be/B1OR-dUxIrE Demo: Creating an Appointment - https://youtu.be/erkDajnCoWk Demo: Entering a Shop Event - https://youtu.be/0ZkI-9TeLQc	Step 1: Scheduler Options https://youtu.be/3FXc_6CEkTU Step 2: Technician Setup https://youtu.be/9LJHmGl_Rxg Step 3: Add/Edit Scheduler Statuses https://youtu.be/Ba4ly30gD2U Step 4: Add/Edit Scheduler Resources https://youtu.be/NsEEsSQWE_M Demo: Creating an Appointment - https://youtu.be/rBtIwOd_9Qc Demo: Entering a Shop Event - https://youtu.be/Vbfqy6otAkA

Related Help Topics:

• Schedule Options
• Schedule Calendar

Related Media

• SE Scheduler By Request (30 second video clip)
• Easy Phone Appointment (60 second video clip)
• How to Make Quick Appointment (48 second video clip)
• Quick Appointment in SE Scheduler (PDF)