How to create user schedules in the Kipu CRM?

  • Updated

Issue

I want to create Schedules for my CRM users, how can I do that.

Environment

Kipu CRM, Roles: Super User, Combined Admissions, Admissions and Business Development

Resolution

To create schedules for users in Kipu CRM, follow these steps:

  1. Navigate to Admin > Preferences > Schedules.
  2. Click on Schedules.
  3. Click New Schedule to begin creating a new entry.
  4. Enter a Schedule Name, select the days and corresponding timings. 
  5. Scroll down and click Save to apply the schedule.

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