Help Guide
Using the Planner
The planner contains all of your upcoming and past job appointments.
Navigating the Planner
The planner can be navigated by using the date control at the top of the screen.
- You can use the left and right arrows to move between dates.
- Alternatively, you can tap on the date control and choose a specific date to view on the calendar.
If you would like to see weekend dates in the planner, this needs to be set in your settings.
Sorting Appointments
Next to each appointment is a number. This indicates the order in which the appointments are to be sorted.
Clicking and dragging the numbered circle allows you to change the order of the appointments within a given day.
Rescheduling Job Appointments
If you would like to reschedule a job appointment to a different date, you can do this in a couple of ways:
-
Swiping the appointment: Swipe
the appointment to the left and use the
… button to display options for rescheduling or skipping the appointment.
- Using the date control, you can choose a date to reschedule the appointment to.
- If you want to skip the appointment altogether, you can do this here.
- You can use the toggle to reschedule future appointments too. This will only affect the jobs you have selected.
-
Using the multiple select box: Use
the multiple select box at the top left of the screen. This selects
all of your appointments.
- You can choose to deselect appointments by clicking on them, leaving just the yellow appointments selected.
-
Now you can use the button at the bottom right of the screen to
access the multiple actions menu.
- Here you can either reschedule or skip all of these appointments at once.
- You can also reassign the appointments all in one go.