Configure - Adding a New Advisor

Adding a New Advisor

Overview

This article discusses adding a new advisor to a dealership's Xtime instance.

Resolution

 

To create a new Advisor record:

  1. Go to Configure > Resources > Advisors.
  2. Click Add.
  3. Complete the following fields (* = Required fields):
    • Name* - The advisor's name.
    • Advisor Image - This displays a picture of the advisor in the Consumer Portal if uploaded.
    • Employee # - The advisor number as listed in the DMS.  This is not the user's employee number in the DMS.
    • User - Selecting a user account will sync the two records.  This affects the appointments seen on the Workbook and the advisor selected in appointments.
    • Consumer Scheduler - Select Reservable to allow web appointments to be scheduled to the advisor.
  4. Save Changes.
  5. Add Advisor working times.  See Adding and Editing Advisor Working Times.

 

2017-10-30 15_47_37-Configure Portal.png

 


Page tags: article:referenceadvisoraddadd advisor

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