You can book a FTM time slot from the Flobot web or Flobot app. How to book a slot from flobot web Log into flobot web and go to field resources.Select any field team member you wish to book a slot forThen click the right side burger button and choose the book/unbook misc slots.Now you can tick any slot and give a purpose and reason to book time slot then click the save button. Selec...
To get started, make sure logged in to the Flobot admin portal. You need to sign-in.
First, you need to setup FTM account for Capacity Schedule
- Go to the Field Resources section in the Flobot and select Add Field Team Member.
- Fill the necessary information and make sure to select the Field team type as “Capacity schedule” and finally save it.
How to book an appointment for capacity schedule
- Go to the “All FTMs Calendar” using Capacity schedule from the Schedules tab OR using (+) button in the Appointments tab.
- If the case is (+) button, then you need to select the Capacity schedule FTM from the drop-down menu
- Please use the following video for rest of the instructions in “How to use the capacity schedule in Flobot”