Technician Settings
The "Technician Setup" module allows users to seamlessly create and manage technicians. From basic information to availability, services, tags, and maintenance schedules, this module provides a comprehensive setup for technician profiles.
Access "Technician Setup"
Add New Technician
Click on "Add New Technician" to initiate the setup process.
Basic Information
Fill in essential details for the technician.
- Name: Full name of the technician.
- Description: A brief description of the technician.
- Email, Phone: Contact details for appointments.
- Company: Select the company to which the technician is associated.
Upload Images
Allow users to upload multiple images for the technician.
Availability
Slot Time Configuration
Choose between "Custom Slot Time" or "By Services."
| Custom Slot Time | By Services | |
| Description |
Specify the duration of each appointment slot (e.g., 60 minutes for a 1-hour slot). |
Create slots based on the time associated with each service. |
| Example | If a custom slot time is set to 60 minutes, each slot represents a one-hour appointment. | If a service takes 30 minutes, slots will be generated accordingly. |
Add Days of Availability
Click on "Add Days" to specify the days the technician is available for appointments. For each selected day, add multiple time slots:
| Start Time and End Time | Seats | |
| Description |
Define the beginning and end of the working hours. |
Specify the number of bookings allowed in each time slot. |
| Example | If working hours are from 9:00 AM to 5:00 PM, set the start and end times accordingly. | If there are five seats, five customers can book appointments in that time slot. |
Click "Save" to confirm the configured time slots. So, the system generates slots based on the specified times for each selected day.
Services Assignment
In the "Services" tab, assign services to the technician.
- Assign Multiple Services: Link various services to the technician.
- Tags: Add tags to categorize services (e.g., free, not included).
Maintenance Schedules
Access the "Maintenance" tab to manage technician unavailability.
- Add New Maintenance: Specify start and end dates, times, and reasons.
- Table View: Display a table view of past and upcoming maintenance schedules.
- Edit or Delete Maintenance: Allow users to modify or remove maintenance entries.
Save and Review
- Click "Save" to confirm the technician setup.
- Review the technician profile and make any necessary edits.
View and Manage Technician
Access the list of technicians with options to edit or deactivate.
Edit Technician Details
Click on the edit button to modify the technician information.