Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Open Schedule settings in the profile, set working hours and quiet days, then save.
Set working hours, notifications and quick access · 1 - 02
Choose notification types, review quiet periods and save the settings.
Set working hours, notifications and quick access · 2 - 03
Choose bottom-bar sections in Quick access and save. Review the schedule and the new navigation.
Set working hours, notifications and quick access · 3
Check the result
The grid matches working hours, selected sections appear below, and notification settings are saved.
If things go differently
If a setting did not save, wait for the request, read the error and retry the choice. Complete Google authorization in the external browser and check the connection when you return.
Keep in mind
Working hours do not move existing sessions. Quiet periods may defer messages.