Visit creation & Management
Create, update, and manage visits.
By Lucy and 1 other2 authors9 articles
Generate future visitsIn this article, we explain how to generate future visits.
Create an ad hoc visitIn this article, we explain how to create an ad hoc visit.
Delete visits generationIn this article, we explain how to delete visit generation.
Amend visits that have been booked in and outIn this article, we explain how to amend visits that have been booked in and out of.
Duplicate visits showing under a service userIn this article, we explain why visits can show multiple times and how to resolve this.
Visits are being moved to the side when other visits are being plannedIn this article, we explain what to do when moving a visit changes other visits to another timeslot.
Change an existing service requirement orderIn this article, we explain how you can change or update an existing service order.
Continuity on shifts or visitsHow to view the percentage of continuity on a visit.
Create a service type and associate with a visit typeIn this article, we explain how to create a service type, associate this with a visit type and add it to a rate sheet.