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Talview’s capacity management tools in the In-Center dashboard let you schedule and organize planning slots for your centers. In this article, you will learn to create a new planning slot for a center by setting up its schedule details and recurrence.

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Step-by-Step Guide

  1. Navigate to the Centers list and click on the specific center you want to create a planning slot for.
  2. Click on the Capacity tab.
  3. Click + Planning to add a new planning slot.
  4. Fill in the following details:
  • Schedule Name — give the slot a recognizable name.
  • Workflow Step — select the relevant workflow step.
  • Start Date — choose the date the slot begins.
  • Start Time — set the time the slot starts.
  • End Time — set the time the slot ends.
  • Recurring Days of the Week — select the days this slot repeats on.
  • Until Date — choose the date the recurrence ends.
  1. Click on Save
Additional Tips
  • Double-check your Start Time and End Time before saving to avoid scheduling conflicts.
  • If you want the slot to run on specific days only, make sure to review your Recurring Days of the Week selection carefully.
  • If you don’t see the Planning option, check that you have the necessary permissions for that center.