Order scheduler is a necessary tool for companies that complete their work by planning client orders in advance. It allows you to work with records effectively and estimate the employee workload and location resources.

The order scheduler helps you solve three main issues:

  • Search for a free specialist at a convenient time for the client.
  • Find available time for a master that the client needed.
  • Control and distribute a location resource workload.

Add the “Scheduled for” compound system field in at least one order form to activate the Order Scheduler.

Let's start adding the “Scheduled for” field. You can skip these steps if your Scheduler already appears on the page.

Step 1. Go to the “Settings > Forms editor” page.

Step 2. Choose the order type.

Step 3. Click the “Add field” button. Choose the “Scheduled for” field in a group of system fields. After that, the following fields will appear in the form: “Scheduled for”, “Duration” and “Resource” (if you use location resources).

As for the “Scheduled for”, and “Duration” fields, you can set default values and make them required. Add the appropriate variables to the templates to use the information from these fields in printed documents and notifications. These include but are not limited to the following: {Order Appointed At Datetime}, {Order Duration}, {Order Resource}.

As soon as you add the “Scheduled for” field to at least one order form, a switch between the “Table” and “Scheduler” buttons appears on the “Orders” page.

What does the Scheduler display?

Compared to the table displaying the list of orders, Scheduler displays those as “blocks” within one working day or week.

The Timeline” is the hourly scale from 00:00 to 23:59 in the upper part.

The “Specialists column is a list of all users on the left of the section with the Display in the Specialists list” right.

The Resources column is a list of all resources of the current location.

Calendar” is a button to select the desired day of the week or month.

Here are the buttons you can find above the scheduler:

  • The + Order button creates a new order.
  • The “🔁” button updates the information in the Order scheduler.
  • The “Specialists / “Resources switch toggles between sorting by specialists or resources.
  • The “Day” / Week switch toggles between the day or week time interval.
  • The Go to” — button allows you to select the closest days of the week.
  • The Forward” and “Back” buttons change the date.
  • The Settings” button opens the settings popup to configure the time step and the order information the system displays.

The system displays existing orders at the intersection of the timeline and the list of specialists or resources. This way, you can always see the current workload.

As soon as you create an order and fill the “Scheduled for” and “Specialist / “Resource” fields are filled, this order will appear in the Order Scheduler.

Note: check the corresponding checkbox on the “Settings > General > Orders” page so that planning takes into account the work hours of the locations.

After that, if the duration of the order exceeds the working time of the location, then the remaining time will be transferred to the next business day.

Creating order in the Scheduler

1 method. Click the “+ Order” button and fill in all the required fields.

2 method. Hit the desired time on the timeline of the specialist or resource. This will open an order dialog window with the “Scheduled for” and “Specialist”/ “Resource” already filled.

As soon as you create an order in the Scheduler, the system will display it in the orders table.

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