Link Setup and Training
Setting up Link
1. How to flag tasks as non-schedulable
In this video we cover what a non-schedulable task is and how to flag tasks as non-schedulable.
2. How to set up your team settings
In this video we cover how staff are created in Link and how to update important information such as hours per week and target capacity.
3. Job Templates
In this video we cover what job templates are and how to create effective templates in Xero Practice Manager to make scheduling and reporting easy.
4. Job Import
In this video we cover the easiest way to bulk create jobs in Xero Practice Manager
5. Allocate Job Managers
In this video we cover how to allocate job managers to jobs and why this is important.
6. Managers Schedule their Clients
In this video we cover the four steps for scheduling all your tasks in Link so you have a complete picture of your practices capacity.
Team Training on Link
7. Team Training
In this video we cover how to use Workflow and view your capacity in Link.
8. Manager Training
In this video we cover how to reallocate tasks to other team members or shift due dates. We also look at how to run an effective workflow meeting.
9. Partner Training
In this video we cover how to read the capacity charts in Link and how they can be used to make important decisions.
10. Administrator Training
In this video we cover how add and remove team members in Link.
11. How Leave is Managed
In this video we cover how leave entries are added and the impact they have on your teams capacity.
Physical Address
144 Riverbank Road
Otaki 5512
New Zealand
Phone Number
NZ: 0800 159 672
AU: 1800 613 188
Contact Email
contact@linkhq.com