Why has nobody settled?

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

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What it is#

Your customers' properties say "Not settled yet", or you expected customers to settle on a team member and a weekday and none has.

The short answer: in self mode ("I place visits myself") nothing settles. That is by design. Instead, each customer's regular slot keeps their team member and day. In automatic mode ("Let the diary plan itself") a customer settles once enough of their visits in a row have been with the same team member on the same weekday.

When to use it#

Use these checks when you want to know why a customer has not settled, or whether settling applies to your business at all.

How to do it#

  1. Open Settings and go to Scheduling. Look at Who places the visits. If it is set to I place visits myself, nothing settles, and the help under the settle setting says so.
  2. In self mode, check the customer has a regular slot. The first time you place one of their visits, the app asks Is this the customer's regular slot? Choosing Yes, every visit makes later visits follow the same team member, weekday and time for as long as it fits.
  3. In automatic mode, check Visits before a customer settles on a team member and weekday. It is 2 unless you changed it, and can be 1 to 5. That many placed visits in a row must be with the same team member on the same weekday.
  4. Check the customer's recent visits. Visits covered by another team member because the usual one was on leave do not count. Visits still pencilled in do not count; they must be confirmed or done.
  5. Check how busy that team member's day is. No customer settles onto a team member and weekday that is full in 2 or more of the next 4 weeks.
  6. Give it a day. Settling runs every night after planning, so a visit confirmed today counts from tomorrow.

What your customer sees#

Nothing. Settling is for the diary's planning only.

What happens next#

In automatic mode, once a customer settles, the diary keeps that team member and weekday for them where it can. The property shows the settled routine, for example who has completed the visits and on which day.

In self mode, a customer with a regular slot keeps it until a visit stops fitting, which then comes back to your list.

Good to know#

  • Lowering the settle number can settle customers the next time the diary plans. Raising it does not unsettle anyone.
  • A customer settles with a team member on a weekday is off by default in Settings, Notifications. Tick it to be told each time.
  • A Days or Team member choice on a customer's service also keeps them where you put them, in either mode.

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