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Shop visits and training on your schedule
Where to find it: Team app > Schedule
What it's for
When the office puts a shop visit, training or meeting on your schedule, it shows in Team Serenity with the time and place. You clock in and out the same way, and the time is paid.
Step by step
- Tap Schedule at the bottom. A shop visit, training or meeting shows as a dashed row on its day, with the start and end time and the place.
- When the office adds, moves or cancels one, you get a Schedule change notice in the app. Open it to see the new day and time.
- On the day, it shows on Today as a card with a dashed border. The card has the time, the place and any notes from the office.
- Tap On the Way when you leave, Clock In when you get there and Clock Out when you finish. It works the same way as a clean, and the time is paid.
- On a shop visit, tap Checklist on its card. For each supply, enter how many are on the shelf and answer Running low? with Yes or No. The office reads it to restock the shop.
- To ask for a shop visit, open Account, then Request supplies. Choose I'll pick it up at the shop. The office puts a shop visit on your schedule.
- Online training lessons are under Account, then Training. An Online training time on your schedule is the paid time to do them.
What you see
- Dashed row. A shop visit, training or meeting on your Schedule. It shows the start and end time and the place.
- Dashed card on Today. The same time on the day it happens, with the place, the notes and the clock buttons.
- Work task badge. Shows on the card until you tap On the Way or Clock In.
- On the Way, Clock In, Clock Out. The same buttons as a clean. Your paid time runs from Clock In to Clock Out.
- Schedule change. A notice in the app when the office adds, moves or cancels one.
Common problems
- You do not see the shop visit you were told about. Check Next week on the Schedule tab. If it is not there, ask your Client Success Manager to add it.
- You forgot to clock in or out. Tell your Client Success Manager the times. They can fix your time so you are paid.
- You cannot find the training lessons. Open Account, then Training. The lessons assigned to you are there.