Default schedule

Last updated: August 23, 2024

Your default schedule is the schedule to which all new customers will be automatically assigned. 

Your default schedule will be tagged with the word “default” and will always be the first schedule shown on the schedules page:

In order to change your default schedule, select Edit on the schedule you would like to change your default to navigate to the Edit schedule page.

Select the three grey dots in the top right corner of the page and click Make default schedule.

You can then select whether you would like to move the customers on your current default schedule to your new default. To do this, click the checkbox provided:

Once you click Change default schedule any new customer you invoice will automatically be added to this schedule.

To add customers and invoices to different schedules, please see the Adding customers/invoices to a schedule article.