4.4 📌 Schedule Board
- Jens Z.H.
- Jeppe Nielsen
The Schedule Board is the store’s calendar overview of all resources (employees/users) within a franchisee. In the board you can also see and control all bookings coming from either the website, or through Staff Booking in MyStore.
To find the Schedule Board;
Click on the Schedule Board item in the menu
Expand the tree in this FAQ to see how to use the Schedule Board.
Working with the Schedule Board
The Schedule Board shows all bookings across all Sales People, across all stores within the franchisee.
Kvik Planning - All
This board shows all bookings and should be chosen as default
Filters
Click this button to filter on stores, country, see this guide for more information
Date & time picker
Click this ‘picker’ to pick a date of shown bookings
Booking Resource Requirements from the Schedule Board
To book a Resource Requirement, use the Schedule Board. You can view unscheduled Resource Requirements and identify which resources have the necessary skills for each task by using one of the following five boards: Assembly, Delivery, Installation, Measurements, and Kitchen Design.
To schedule a Resource Requirement, click on the requirementand and hold down left-click, drag it to the appropriate resource, and release to place it. This is shown in the video below.
For more information about Resource Requirements and Backoffice planning, see this guide