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Visits

  • Single and Recurring Visits

    Table of Contents Overview Adding a Single Visit Adding Recurring Visits Viewing Your Recurring Visits Overview For scheduling you will...
  • Recurring Events Page

    You can view and edit your Recurring Series by going to the Recurring Page on your Schedule Tab. From this...
  • Rearrange Visit Orders for Each Day

    There are a couple ways to re-order your visits on a certain day. Re-order Directly from Calendar To rearrange the...
  • How to Mark a Visit as “Not Serviced”

    Sometimes you may need to mark a visit as “Not Serviced” due to weather, the customer canceling, etc. To do...
  • Seasonal Pause

    Table of Contents Overview When Setting Up a Recurring Event When Editing Recurring Visits From the Recurring Events List Overview...
  • Move All Open Events

    If you want to move all open events on your schedule at one time, go to Schedule tab> Schedule then...

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