Schedule a list of appointments over several days
After importing appointments into the order bucket, you can start scheduling your appointments. Sometimes not all appointments can be scheduled on one day due to the number of appointments and time constraints. In this case, you must schedule these appointments over several days by following the steps below:
Step 1: Schedule the appointments of the bucket on a first day
From the “list” view
Note: To make the scheduling of the appointments easier, it is possible to display more elements per page of the table. You can display up to 100 appointments per page. Just select the number of elements to be displayed using the “Elements per page” selector located below the table.
Note: After having selected a scheduling date, the software will redirect you to the “Map” tab of the “Organize” module.
From the “map” view
Step 2: Build the routes for this first day
Step 3: Move unassigned appointments to a second day
Note: If the “Appointments have been scheduled for this day but are not integrated with tours” box is not displayed, it means that all the appointments have been scheduled on this first day.
Note: After having scheduled appointments on this second day, repeat this third step for those appointments that remain unassigned.
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