Settled routines
In automatic mode, customers settle with the same team member on the same day, and the diary keeps them there.
2 months free, no card needed.
Customers ask for the same person on the same day, and keeping track of who goes where each week is another job.
In automatic mode the diary notices when a customer has had the same team member on the same weekday, settles them there, and keeps them there wherever there is room.
You set the number
Choose from one to five visits in Settings; it is two unless you change it.
Rebalancing when a day fills
Each night the diary checks the next four weeks and moves a routine off a day that is full most weeks, or suggests the move in self mode.
Told if you want
Switch on the notices to be told when a customer settles or a visit goes off pattern.
Also included
- Settles by itself. After a set number of visits in a row with the same team member on the same weekday, the customer settles there.
- Kept where there is room. A settled visit gets first pick of normal working hours, with its usual team member and weekday tried first.
- Off pattern, and why. When the usual day is full, closed or the team member is on leave, the visit goes elsewhere that week and is marked Off pattern.
- Cover does not count. A visit covered while the usual team member was on leave never settles the customer on the cover.
- Never onto a full day. No customer settles onto a team member and weekday that is full in 2 or more of the next 4 weeks.
- Your choice first. Set the Days or Team member rows on a service and the diary follows your choice first.
Questions about this feature
Will the same team member go to the same customer each time?
Wherever there is room. In automatic mode, once a customer's visits have been placed with the same team member on the same weekday twice in a row (a number you can change), that becomes their settled routine and the diary keeps it. In self mode, the customer's regular slot keeps their day. Read more: What a settled routine is and how a customer settles
What happens when a day is too full?
The diary never overloads a day by itself: a visit that does not fit waits to be scheduled instead. If you place one anyway, the day is marked overloaded and you are told. Each night the diary also checks the next four weeks and moves, or in self mode suggests moving, a routine off a day that is full most weeks. Read more: What an overloaded day is and how to clear it