How do I quickly promise appointment time to my customer?

Plan last-minute orders or quickly create/find optimal appointment time for your customers, without ever placing them on hold. BestFit Scheduler analyzes your current optimized plan and recommends list of optimal time slots while balancing multiple constraints.

  1. Navigate to Schedule screen from home page.
  2. Complete the Information.
    • Order Name: Enter the Order details.
    • Date range and Duration: Select the desired date range for the order.
    • Customer: Select a customer from the system or create a new one on the fly.
    • Location: Select the location or setup a new one.
    • Contact. Enter the contact information for the customer or fetch from the system.
  3. Click on Get Optimal Schedule.

 

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