Allocate a visit
To allocate a visit, follow the steps below:
From the three line menu click Rostering.
Click Visits, then Planning.
Click on the relevant visit.
Select the employee using the search field in the righthand panel.
Click Allocate.
🤓Tip: You can see all unallocated visits on the righthand panel.
If you'd like to template your visits, follow this handy guide.
Unallocate a visit
To cancel a visit, follow the steps below:
From the three line menu click Rostering.
Click Visits, then Planning.
Click on the relevant visit.
Click Unallocate.