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Under the Settings>Services/Templates i can't find the templates that i have made. Or any way to make a new one. Am i just not understanding?? It says you can edit the template when you add a new service type but i don't see where. And when i try to apply a service type in the schedule (that should have a template but apparently does not because) it does nothing.

Also, i can't schedule a group, only individual people, in the service schedule.

katie , 31.05.2012, 22:19
Idea status: completed

Comments

jasonsilver, 01.06.2012, 07:21
Perhaps it's just not clear how it works.

After you create a type of service, go to the order-of-service page, and create a default type of service order... then at the bottom, it will show "Select a Service Template."

Select one, then click the save icon to save it.

To apply a template to a service, select it in that same drop down, and click the 'check mark' icon to apply it.
katie, 05.06.2012, 14:15
yeah, it just wasn't clear
i got it going now, thanks!

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