Rescheduling Visits From Your Dispatch Board

The user has the ability to re-schedule visits while operating from the dispatch board vs re-scheduling from the schedule page
C
Written by Christian
Updated 1 year ago

Start by locating the dispatch board by selecting "Team>Dispatch Board"

From there use the filters to find your list of visits you'd like to make actions on. 

Scroll down to your list of visits, and select the left hand boxes on visits you'd like to re-schedule. You have the ability to click the top visit, "Hold shift", then click the bottom visit's check box to quickly select all the visits you're wanting to make actions on. 

Once your visits are selected, click the "Move These Events" action bottom at the top of your list of visits. 

Upon clicking the "Move These Events" a pop up with a calendar will appear where you can then select the date you'd like to move these visits to. 

On this pop up there will be a box asking if you'd like to move all future events for recurring/multi -step events. If so click the box and your final step, click "MOVE" to finalize your re-schedule. 

Did this answer your question?