Schedule Basics

Adding Visits
Use these steps when Administrators or Managers create visits from Schedule › Master Schedule. For client-initiated requests see Client Service Requests. ...
Tue, Jun 24, 2025 at 3:50 PM
Assigning visits to sitters
You can give visits to sitters while you create them or later from the Master Schedule. Assign during visit creation When you add visits (see Adding Vi...
Mon, Jun 23, 2025 at 9:16 PM
Canceling Visits
When you click Cancel (either on a single visit’s menu or after selecting several visits and choosing Cancel from the green bar) the portal walks you thr...
Tue, Jun 24, 2025 at 3:49 PM
Blocking Clients from Requesting Visits
Block Specific Day Requests There may be instances where you want to completely prevent clients from making requests on a specific day. The portal allows y...
Mon, Jun 23, 2025 at 12:49 PM
Editing and Reordering Visits
The Master Schedule gives you several ways to adjust visits after they’ve been added or requested. Choose the tool that matches the change you need—whether ...
Mon, Jun 23, 2025 at 11:54 AM
Recalculate
As a way to allow for bulk changes to visit prices and/or pay we have "Recalculate" functionality on the Master Schedule. If you've updated s...
Wed, Jan 15, 2025 at 5:35 PM
"Unavailable" Visit Status
When clients request visits that the business is unable to provide you can use the Unavailable visit status to better communicate and track them. This also ...
Tue, Oct 30, 2018 at 12:48 AM
Adding Visit Notes
You can add notes to multiple visits at the same time by using the checkboxes () or one at a time by clicking the  on the calendar to open up the visit ...
Thu, Oct 25, 2018 at 3:42 PM
Master Schedule Icon Guide
Territories Part of a Territory - see Territories Trips Part of an On Schedule Trip (click to view Trip details) - see Trip/Travel Information P...
Thu, Jun 19, 2025 at 8:04 PM