As part of our map view reinvention, we’re excited to introduce two more efficient scheduling flows. Here’s how the first schedule flow works from visiting your calendar:

Option 1

Step 1: In calendar view, select staff and date based on the appointment address and corresponding service area.

Step 2: Choose a new appointment time that fits with existing appointments.

Step 3: Confirm the route in the map view, and book the appointment.

Option 2

Step 1: Begin by selecting the client on the map to view the new appointment location.

Step 2: Select the data and available staff member to generate an optimal route.

Step 3: Once the optimal route is determined, proceed to select a time slot that fits best based on the order of appointments along the route, and confirm the appointment.

Visit our wiki for a step-by-step guide!