Schedule Groups are part of the Schedule Templates feature which allows agency admins to create templates of schedules that are preconfigured for the agency.
Schedule Groups allows the agency to have the same schedules configured in different ways, and even named differently, for different uses. For example, you could have a group for your construction practice and a different group for agents who work on small businesses.
Admins can configure the groups and the schedules within the groups through the Schedule Templates feature.
All users will see an option to choose the Schedule Group they want to use when they create a new workbook for a client or add a new schedule to an existing workbook.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
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