Booking visits

Visits are booked as appointments (one customer, a date and an arrival window) or as routes (an ordered list of stops for one team member). Which one a service uses is set on the Services page. Both live under Schedule.

Book an appointment

1. Go to Schedule > Appointments and click Book an appointment (also on the Today page).
2. Who is the visit for? Pick the customer. Type part of a name or street to narrow the list. Click Next: what and when.
3. What and when: choose the service, the date, the arrival window (start and end), and whether it repeats.
4. Check the summary line under the form, for example "Booking Lawn care for Marcus Bell on Thu, Nov 12, 9:00 AM to 11:00 AM," then click Book appointment.

The date starts on today, so change it if you're booking ahead. The customer's private page shows the visit as soon as you save, and it appears on your crew's On the job screen on the day. Customers who get "changes" emails also get an email saying their visit is booked (and a text, if they turned texts on).

Repeating appointments

In What and when, choose how often the visit repeats. The options follow the date you picked. For a Monday, Nov 16, you'd see: every day, every weekday, every week on Monday, every 2 or 4 weeks on Monday, every month on the third Monday, every month on day 16, every year on November 16, or Custom.

Then choose when it Ends: Never, On a date, or After a number of visits.

The next 8 weeks go on the schedule straight away, and more are added as time passes. Each visit gets its own reminder. The customer gets one email that their visits are booked, naming how often they repeat.

Change or cancel an appointment

On Schedule > Appointments, click the ... on an appointment and choose Edit appointment or Cancel appointment.

If you change the day or arrival window, the customer is emailed the new time, as long as they get "changes" emails. Their page shows the new time right away either way. The message after you save tells you whether they were emailed.

For a repeating appointment, choose Change this appointment only (the rest of the schedule stays the same) or Change this and all future appointments (earlier visits stay as they are).

To move or cancel several at once, tick the boxes next to them.

Use the filters at the top to see today, this week, this month or past visits, and to filter by status (Booked, On the way, Arrived, Done, Not done, Cancelled).

Routes

Go to Schedule > Routes and click Create a route. A route is a list of stops for one team member, worked in order. Customers on a route see where they're in line.

The Routes page shows today's and upcoming routes, with progress (for example "2 of 3 done") and status. Filters include Draft, Published, In progress, Finished and Needs a team member. Click Open route to see or change one.

Click See today as your crew sees it to preview your team's screen.