Note

A preparer must have a schedule before their information will appear in a search for available appointments within the Scheduler. While a preparer schedule is not required in order to schedule an appointment, it is highly recommended that a preparer schedule is present when using the software's Scheduler.

 


Preparer Schedules are used to set up a preparer's daily and weekly work schedule.


Making a Schedule


    1. Go to Setup > Preparers.
    2. The "Preparer Setup" dialog box opens.
    3. Select a preparer from the provided list.
    4. Click Edit Preparer.
    5. Click Schedule.  
    6. The "Preparer Setup" dialog box opens.
    7. Select day(s) by choosing the check box(s) beside the needed days of the week.
    8. Select the appropriate In and Out times from the drop boxes, and click Apply. In and out times are only available in 15-minute increments.  
    9. Continue to add day and time combinations to complete the preparer's work schedule.
    10. When the preparer's schedule is complete, click Save to set their schedule and return to the editing screen.
    11. Click Save again to keep changes made to the preparer.

 


Note

Selecting a day that has times present in the grid overwrites the existing times with the newly scheduled times for that day.

 


Clearing a Schedule


To clear the entire week's schedule from within Setup Preparer Schedule, click Clear All.