Jul 16, 2025
Adding A New Service and Linking to a New or Existing User
- Create a new Service.
- Configure new Service & SMS messages.
- Add & configure Service Fields.
- Link Service to Location (RCBC).
- Invite User.
- If the User is already active, proceed directly to step 7.
- Link User to Location.
- Link User to new Service so they can summon students in the CEC queue.
- Configure User Availability.
- This represents the Users work schedule. The wait time forecast relies on this feature, so ensure that this configuration aligns closely with actual conditions, including call-outs, PTO, and holidays.