To do this:
- In your Business Pilot Dashboard, click on ‘Admin’, ‘Manage Schedule’ and ‘Manage Settings’. Here, you’ll be able to alter any of your weekend settings within the schedule.
- You can change the main colouring on your job card based on Product Type or Product Interest by clicking the toggle.
- To add any Installer’s holiday, click the ‘Add New’ button on the left.
- Enter the details as required and click update.
- If any changes are made in the General Settings area, remember to click ‘Update’ at the bottom of the screen.
- To add any Reasons for Deletion within your schedule, head back to your ‘Manage Schedule section and select ‘Manage Reasons For Deletion’.
- Select ‘+ Add New’ and enter the reason. Select ‘Update’ when you’ve finished.
Thank you for watching our how-to video on How To Manage your Schedule Settings and Reasons for Deletion, for more information and access to our free trial please visit our website https://businesspilot.co.uk