Advanced Module 

Introduction  In this tutorial, we’ll overview the advanced features and guide you to use them effectively. Currently, two tabs divide the advanced features: Configuration Threshold and Assigner Parameters. The Configuration Threshold section allows you to configure thresholds for various aspects, … Read More

Client managers and Viewers module

Tutorial  Introduction  This tutorial will provide you with an overview of how to use the Client Managers and Viewers Module in Team2Book. You will learn how to add, edit, and delete managers, manage permissions, and view managers information. You will … Read More

Client Details Module

Client Details Module  Introductions  This module is used to define specific details about your organization (Name, Timezone, Opening and Closing times, etc).  This is also where you enabled some of the optional features and options (Special events, Mixed Sub-calendar, Resources … Read More

Constraints Module

Introduction Constraint module provides the minimum number of available consumers required per or on a given time duration.  The client manager will get notified every time a constraint is not met.  The constraint violations are also displayed in the Scheduler … Read More

Special Events Module

Introduction Team2Book can act as a Work Schedule Management Software. This guide explains how to use the Special Events feature and how to use the Special Event Types Menu from the Client Dashboard. In this section, you will be able … Read More

Notifications Module

Introduction Team2Book scheduler has built-in notifications to alert users (consumers and client managers) of important information. Messages are delivered by email, to the email address defined in the Client Dashboard. By enabling the Team2Book scheduler Notifications, you can notify users … Read More

Scheduler Part 1 – The User Interface

The Clientdashboard scheduler menu UI Introduction Once the client manager and users set up the resource and the consumer information, the scheduler then uses this information to schedule the resources.  This module is the user guide for the Clientdashboard scheduler … Read More

Consumer Role and Consumer Module

This module is the user guide for Consumers Role and Consumers.  To assign a resource to a consumer, you and Team2Book need to know their availability. Using these modules, the client manager can more easily access customer details and manage … Read More

Resource Category and Resource Module 

This module is the user guide for Resource Category and Resource, provides the information and instructions needed to group, add, remove and update resource categories and resources and contain step-by-step instructions guiding client managers through how to use this module … Read More

Statistics Module

This user-guide helps you manage your business with the statistics module. The module processes various parameters, such as available resources and workloads, to provide a comprehensive picture of what your needs are and where these requirements are coming from.  With … Read More

Update Membership Details

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Reset Resource Calendars

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Assign Special Events

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