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General Questions
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How do I register for a demo? |
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Click on Demo Sign Up, enter your information, and submit. The system will go on
to register you. |
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Q: |
What is the first thing I do to start using Communication Station? |
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When you register you've set yourself up as a user. If there are others you
would like to add click on Add/View Users. When you've added all the users you
need you can set up the categories you need for adding events. |
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Q: |
What does this button mean? |
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A: |
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Add |
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Cancel |
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Close |
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Delete |
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Done |
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Edit |
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Email |
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Print |
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Search |
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Q: |
Can I see all my messages, things to do, and events in one place? |
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A: |
Yes you can, once you've logged in if you will click on Home it will take you to
your dashboard where you can see all of your messages, things to do, and events
in one place. |
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Q: |
How do I add a User? |
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Categories
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How do I add a Category?
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How do Categories work? |
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There is the primary category, what you are scheduling i.e. ballparks, stylists,
tanning beds, meeting rooms, etc. Then there is the secondary category which is
the name of entity, i.e. ballpark 1, ballpark 2, or stylist Kelly, Stylist Ben,
Meeting Room A, Meeting Room C. |
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How many categories can I add? |
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You can add as many as you need. |
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Q: |
How many secondary categories can I add? |
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You can add as many as you need. |
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Event/Schedule
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How to add an event:
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Can I view everyone's schedule? |
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Yes you can. You can click on any of the calendar views (schedule, weekly,
daily) and under the Select Main Category choose Users and all of their
schedules will be available for view. |
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Q: |
How do I add an event/meeting for someone who is not a user or category? |
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Often times your event will not have a user, but a client, customer, team, etc.
To add them to the schedule without having to add them as a user or category you
will click on Other People located next to Add Other Attendees. This will allow
you to add anyone from your contacts. |
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Does the schedule let me know if something is unavailable? |
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Yes it does. IF something is unavailable it will be highlighted in red, if it is
available it will be highlighted in green. |
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Contacts
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How do I add a Contact? |
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Messages
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How to add a message:
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Can I add a contact when I add a message? |
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Yes you can. Just enter in the information, when you add the message the site
will ask if you want to add the information to the contact list. |
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How do I know when the message was taken? |
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When you add the message the system stamps the time and date. When you look at
the added message you will see that stamp at the bottom. |
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Things to Do
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How to Add a Things to Do (Task) with Reminder
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Q: |
How is a Things to Do different from an event/appointment |
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Things to Do are like tasks, they don't necessarily need to be scheduled, but
you would like to be reminded to do them. |
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Why does my Things to Do have a telephone number? |
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It is not a necessary field for all things to do, but it is there in case it
requires calling someone. |
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What is the follow up field in Things to Do? |
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The follow up date is the date you would like to follow up on the task. You can
be notified on that date or not. |
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How do I show that I've completed a task? |
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There is a check mark button on added tasks. Once you've clicked that it shows
that it was done and is then placed in your finished tasks list. |