Dragging a visit

Move a visit to another day, time or team member by dragging it on the diary, and choose whether to email the customer.

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What it is#

You can move a visit by dragging its block on the diary to another team member, day or time. The app checks the new place, asks you to confirm, and offers to email the customer.

When to use it#

Use it when a customer asks for a different day, when a team member's day needs lightening, or when you want to place a due visit yourself.

How to do it#

  1. Open Diary and find the visit.
  2. With a mouse, drag the block. On a phone or tablet, hold your finger still on it for a moment until it lifts, then drag. A finger that moves at once scrolls the page instead.
  3. Drop it where you want it. The drop snaps to 5 minutes, or to the end of a nearby visit.
  4. A box opens saying where the visit is moving to. Press Move it, or Place it for a due visit not yet placed. Cancel leaves the visit where it was.
  5. If the visit is part of a regular service, choose Just this visit or This visit and all future visits.
  6. Tick Email the customer the new date if you want them told. For a due visit, the tick is Send visit confirmation to customer. The box shows exactly what the customer receives.
  7. Confirm.

Other boxes can appear:

  • Dropped onto another visit: Place it after puts it straight after that visit.
  • Past the end of the day: Place it anyway books it and the day runs over.
  • Not enough time there, even with flex: the button says how much the day will be overloaded by, and you can still go ahead.

What your customer sees#

If you ticked the email, the customer is told their visit has moved: the date it was booked for, and that it is now booked for the morning or the afternoon of the new date. It never gives a clock time. If they have opted out of visit emails or have no email address, the box says nothing can be sent.

What happens next#

The visit is pinned in its new place, and the planner does not move it. If the move used flex, the box said how much.

If the visit is today or tomorrow, the team member is emailed the new day, time and team member. They see clock times on their page.

Good to know#

  • A visit can run past the end of the day, but never start before it.
  • Done or cancelled visits cannot be dragged.
  • Moving a pinned visit re-pins it in its new place.
  • You can drag a break too. If that would make the day run over, the box offers Use flex, and the visits after it move later by the break's length.
  • In self mode ("I place visits myself"), the first time you place a visit for a service, the app asks whether it is the customer's regular slot instead of which visits to change. In automatic mode ("Let the diary plan itself"), a pencilled visit you drag becomes yours and stays put.

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