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On a Device, how do I Schedule a future Visit when working a current Visit for a customer?

Note: You must be set to the role of Administrator for this function to work.

  • Tap the Schedule button.
  • Then press the Plus button at the bottom of the screen.
  • Tap Schedule Date.
  • Find the appropriate date in the future
  • Once you find the Date, tap the Add button in the lower right-hand corner.

 

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