Schedule a visit and remind your client
Book visits, assign your team and send reminders.
What it is
A visit is one trip to a client on a date and time. The schedule shows everyone's visits by day, week, month, as a list or on a map.
1 Book it
- Click Schedule → New visit (or click a day in the calendar).
- Pick the client, date, start and end time and who it's assigned to.
- Add a checklist if needed, then Save.
2 Reminders
- Turn on Email the client about this visit.
- Choose when: when booking, 1 day before, 2 hours or 1 hour before.
Rescheduling or deleting the visit tells the client automatically.
3 Reschedule
- In the Week or Month view, drag the visit to another day.
- In the Day view, drag it to another person's column to reassign it.
Common questions
Can a visit have two people?
Assign it to the person in charge; add a note for the helper, or create a visit for each person.
Can the client confirm the time?
Clients get the reminders you turn on. Online booking visits show as waiting for your confirmation.
Related guides
Plan the best route for the dayVisit order, driving time and Google Maps directions. 2 min Send On my way with a live mapTell the client you're coming and let them watch you arrive. 2 min Checklists, photos and time on a visitEverything your crew does on site. 2 min Create a job and plan its visitsA job holds the visits, documents, notes and costs of the work. 3 min
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