Plan and manage the schedule

Create one-time or recurring appointments, choose the right schedule view, assign staff, adjust work safely, and review route order.

Use the schedule to turn customer work into the right Sessions on the right days. Start by creating an Appointment, then choose a view, assign staff, and review the route. When plans change, first decide whether the change belongs to one Session or the recurring series.

Choose a scheduling task

Create an appointment

Schedule one-time or recurring work with the right customer, packages, dates, and staff.

Use schedule views and filters

Choose Day, Week, Month, or Route and narrow the schedule to the work you need.

Optimize route order safely

Review mapped stops, warnings, and the saved route order before dispatch.

Change recurring work

Reschedule or skip one Session, or update the series when the cadence changes.

Make multiple schedule changes

Use supported batch workflows without changing the wrong Sessions.

Assign staff and unplanned work

Resolve unassigned Sessions, reassign work, and add dates to unscheduled Appointments.

Before changing the schedule

Confirm the date, customer, and assigned staff shown on the work.
For recurring work, choose whether the change affects one Session or future Sessions in the series.
Review the resulting schedule or route before moving to the next task.