Go to app.topline.com
1. Click "Scheduler"
Navigate to the Scheduler section on the left side menu.
2. Scheduler View
Here you can visualize all the appointments scheduled, and dates. You can sort the view by day, week or month.
3. Day
Select this option to change the view to a daily one.
4. Week
Select the week option to switch to the weekly view.
5. Month
Select the Month option to switch to the monthly view.
6. Click "Users"
To categorize the scheduler view according users, click on this option, then select the users you want to visualize.
7. Click "Calendars"
To have the information related to specific calendars, select the calendars option and select it from the list.
8. Click "Groups"
To visualize the scheduler according to groups, select the option, and then select the groups you want to visualize.
9. Select Specific Date
Select the specific month or date you want to visualize.
10. Click Annotation
Select this option to visualize the meaning of patterns and icons used in the scheduler view.
11. Calendar Annotation
A pop up will appear with all the patterns and icons in calendars. You can find the meaning of all of them.
12. Click Date or "New"
You can book appointments by either clicking on the date, or the New button located on the upper right side.
13. Book Appointment
Fill up all the information and select the contact you are going to schedule the appointment with. Then click on Book Appointment.
