Something not right?

The reasons a visit can change day, time or team member, and how to tell which one applies.

Every rule that stops an email reaching a customer, and where to look to see which one applied.

What makes the diary mark a team member's day as overloaded, where it comes from, and how to clear it.

In self mode nothing settles by design. In automatic mode, the checks that stop a customer settling on a team member and weekday.

The rule that decides whether a job fits where you chose, what each message on the sheet means, and what to do instead.

The reasons a visit lands on each of the two lists on Waiting to be scheduled, and what to do with it.

What Not sent, Bounced and Marked as spam mean in the Mailbox, and how to put each one right.

What each message on a team member's page link means, and how to get them back in.

Why a customer's page link stops working, why they are asked for a code, and how to get them back in.

The rule that decides when a price comes up for review, and why a customer's price may not be on the Price reviews page yet.

What the Looking ahead card counts, why its figures can look low, and what Month ahead really covers.

Why the diary places a visit off a customer's usual day or team member, and how preferred days work.