BPM Management
By Derek Carr
By Derek Carr
Move or Reschedule BPM Invites
You can now click the edit button and move any BPM guest to a different BPM, if you for example, put them into the wrong list. But this isn't to be confused with the "Reschedule" feature that can be found by clicking the arrow button on the far right of the name row. When you reschedule, BSCpro keeps a history of where they were originally invited and shows you that they were rescheduled to another BPM. This will allow you to have a full picture of a contact's history.
Add or Send BPM names to ANY! BPM
Previously, you could only add names to a BPM that is in your own baseshop. You could then send the name elsewhere but it was a two step process. Now, when adding the name, you can choose to send it directly to another BPM in another team. Just click the "Send to Other BPM" search by associate, city name, or even zip code to get the nearest offices to the zip code you provide. Also, if you send any name to a BPM outside your baseshop, you can see all those names by clicking the "Change" button on the Captain's List (BPM Invites) page, then selecting the "Date Range" option. Whatever date range you select will show any invites that you sent including those that were sent outside your baseshop.
BPM Scheduler
The BPM Scheduler lets you set up a BPM that repeats on a regular schedule, like every Tuesday at 7:00 PM. You set it up once, and BSCpro creates each upcoming meeting for you automatically, so you and your team always have the next few weeks of BPMs ready for guest invites, check-in and attendance. To open it, click BPM in the menu on the left, then BPM Scheduler (just below BPM Schedule). Or go straight to bscpro.com/bpmscheduler. It appears for the same accounts that see BPM Schedule. For a BPM that happens only once, like a Super Saturday, use the BPM Schedule page instead. See How to setup a BPM schedule (and add an office if needed). Set up a recurring BPM The Add BPM Scheduler form 1. Click the red + button at the top right of the page. 2. Enter the Name of BPM. 3. Choose the BPM Type: In-Person Only, Webinar Only, or Web and In-Person. 4. For an in-person BPM, a Which office? field appears: search for your office and select it. For a webinar, enter the Webinar URL. 5. Under What time?, pick the start time and your time zone. 6. Under How often does this recur?, choose how often the BPM repeats, for example every 1 Week(s). 7. Under On which day?, pick the day of the week. For a monthly BPM, you pick the week and the day instead, such as the second Tuesday. 8. Under When should the first one be?, pick the date of the first meeting. Only dates that match the schedule you chose can be picked. 9. Generate events how many days ahead? starts at 30. You can change it now, but not after the series is created. 10. Under Who can check guests in?, choose All SMDs on this BPM or Only selected SMDs. 11. Optionally, under Default Members, search for other SMDs who share this BPM and click Add. 12. Click Save changes. How the upcoming meetings are created As soon as you save, BSCpro creates every meeting that falls within the next 30 days (or the number of days you chose). After that, it adds new meetings automatically every night, so there's always about a month of BPMs scheduled ahead. | Note: The recurrence pattern can't be changed after the series is created. To change the day or how often it repeats, archive the series and create a new one. | |---| Editing and archiving a series - Only the person who created a series can edit or archive it. Other members see a Member label instead. - When you edit a series, for example to change its name, time or office, BSCpro asks which of the upcoming meetings it has already created should get the change too. - To stop a series, archive it. BSCpro lists the upcoming meetings it has already created, so you can choose which to keep. Archived series move to the Archived tab, where you can restore them. - The envelope button next to a series sets up the confirmation email for every meeting in that series.