Contributor III

Schedule Engine Whiteboard: How To Manage Capacity

Introducing the Schedule Engine Whiteboard—a unique tool designed to revolutionize how you manage capacity across various services and zones, all within the Schedule Engine Dashboard. Prepare to unleash your full potential with Whiteboard, empowering you with unparalleled control to customize and optimize your Schedule Engine experience like never before. Get ready to take charge and make scheduling a breeze!

This video will show you how to use the Whiteboard to manage capacity. You must be logged into your Schedule Engine dashboard to do this. 

Ready, Set? Let's dive in!

Who uses this feature

  • Managers 
  • Dispatchers
  • Administrators

What you will learn:

  • A general introduction to the Schedule Engine Whiteboard for managing capacity 
  • How to access the Schedule Engine Whiteboard Capacity tool
  • How to view the screen in desktop mode vs. projector mode  
  • How to modify the number of appointments 
  • View what customers will see on the Scheduler calendar
  • How to view historical activity using the Whiteboard Day History 
  • Edit configuration settings (days, time slots, and capacity numbers)
  • Add, copy, edit, and delete time slots, location coverage, and service coverage

Instructional guide




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If you have any questions, please don't hesitate to contact support. Submit a Support Ticket

Version history
Last update:
‎11-02-2023 12:08 PM
Updated by: