NexaInsights: How to Manage the On-Call Calendar Yourself
By
Jaime Faulkner
September 10, 2019
Learn how to manage the NexaInsights on-call calendar yourself with our comprehensive tutorial. Enjoy more productivity with your personalized calendar.
A lot of our clients know about the NexaInsights app and portal. While you’re using them on a daily basis, not everyone knows that you can manage the NexaInsights on-call calendar yourself! While our Customer Success is always happy to help you configure your on-call calendar, it’s easier than ever for you to set up your own scheduling.
Benefits of managing your own on-call calendar
You can manage live updates as they happen
You can schedule in advance
It saves you time
You can always stay in the loop
You can handle emergency dispatch and on-call employees
You have more after-hours control
All of that sounds good, but how exactly do you get started managing your own on-call calendar? Let’s walk through the steps.
THE ON-CALL PROCESS: STEP 1
Contact your Account Specialist to enable OnCall calendar & obtain credentials You won’t be able to set up your calendar without your account specialist, so make sure to let us know you’re interested
Your Account Specialist will configure your calendar based on your specific business needs
Sign in to the NexaInsights portal
Go to Dashboard
Go to Accounts
Go to OnCall Calendar
THE ON-CALL PROCESS: STEP 2
To Add an Entry:
Click Create OnCall Entry button or Click on Date
Choose correct category
Choose shift time
Select employee
Desginate start and end time
Using a pre-defined shift will auto-populate start & end time
Doublecheck end time is correct
THE ON-CALL PROCESS: STEP 3
Adding an entry, continued:
Adjust OnCall Display Order
If multiple people are on-call, adjust ranking accordingly
Create a new on-call entry for each contact (i.e Backup, Mgr)
Use Copy feature to create new shifts for additional contacts
Use Copy feature to copy the same shift to a different date range(s)
THE ON-CALL PROCESS: STEP 4
Here’s what you need to do to modify an existing entry:To change the entire shift:1. Click on an existing entry2.Complete necessary modifications & Save
To modify part of an existing entry:(ex: apply coverage for a couple of hours instead of revising entire shift)1. Click on an existing entry2. Click +Coverage button3.Complete Coverage Slot Section & Save
Reason
OnCallEmployee
Start time
End time
4. Temporary coverage assignment will display under the existing entry
Extra info
Administrative permissions can be assigned by a user
For example: View only vs. editing capabilities
Use Until Further Notice button to put an employee on-call indefinitely
Don’t forget!
The contacts tab refers to CALLERS, not USERS
Callers are YOUR callers
Users are YOUR team with accounts
If you need to add an on-call employee, contact customersuccess@nexa.com
Managing your own on-call calendar gives you instant productivity and control. Start enjoying the benefits of NexaInsights today!
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