Learn how to schedule your associates with Optii
Welcome to your Optii tutorial video to get started with the Schedule function in Optii. We trust that you are enjoying your experience and that we are helping you to achieve more with less.
This Optii tutorial will show you how to get started with the ‘Schedule’ function. We’ll walk you through all the steps you need to follow so that you can begin scheduling your colleagues right here with your Optii system. You’ll learn how to:
- Add your colleagues to the schedule
- Add the roster start and end time for each of your colleagues
- Bulk create roster hours or bulk delete rosters
- Publish your schedule, and
- Copy and print your schedule
We've designed it to be easy to follow, so you can create your profile quickly and without hassle. Click on the video below to discover how!
Who is this for?
- Head of Departments
- Optii Champion
Congratulations! You have completed this tutorial video and learned to schedule your team members with Optii.
Are you a Head of a Department or Optii Champion? Click here to continue the next two videos 👇
Links to the Videos
- Third Video: Optii Service & Chat Walkthrough
If you want to learn more about Optii, please check out our Optii learning centre today! Do you have any questions about Optii? Please contact your success manager today at email@example.com