You can generate your future visits in two ways; automatically or manually, giving you the freedom to choose what's the best method for you.
Generate automatically
You can automate the process of generating visits by following these steps.
⚠️ Important: We don't recommend generating too far into the future, as you may run into extra work if you need to make changes.
Click Settings, then click Other.
Click on Company.
From the quicklinks on the right, select Branches.
Click into the branch to auto-generate visits.
Click on the Options tab.
Enter a value into the Visit auto-generation number of weeks field. For example, to auto-generate visits, four weeks in advance, enter a 4.
Click Save.
📌 Note: This doesn't generate the selected weeks all in one go. The system needs a couple of days, up to a week to meet the selected number of weeks to be generated.
Manually generate
If you prefer to generate your visits manually, you can do so following these steps.
📌 Note: You can only generate visits in weekly order for one week at a time. You can't select a certain week to generate.
Click Rostering, the click Generation.
Click Visits, then select the branch from the branch dropdown.
If the week isn't appearing, click Add new in the bottom right.
Click Save, then wait for this to show as Generated.
Once generated, the visits appear on the planning screen.
Delete a generation
If you need to delete a generation, follow these steps.
Click Rostering, the click Generation.
Click Visits, then select the branch from the branch dropdown.
Click on the bin icon 🗑️ on the week you would like to delete.
Click Delete.