The Schedule Planning screen is for you to plan Visits from your field team.

On the left side of the screen, you can select which Users want to view the calendar.

You can also view calendars for previous and next months.

The calendar view can be changed from Month (default), Day or Week.

At the top of the screen, you can filter your calendar by several items, such as Category, Status, and Places.

Clicking the green button will open a screen where you can plan and schedule the desired User Visits.

See also:

Rescheduling Visits

How does the Best Route work?

Don't forget, you can email us at if you are out of system.

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