Find a time for a visit

Find a time looks at the next week of your team's schedule and suggests open slots for a visit. It ranks them by how little extra driving each one adds and how soon it is, so a visit near someone's other job comes first.

Book a new visit into an open slot

1. Open the job in Work → Jobs.
2. On the Schedule card, click Find a time.
3. The suggestions appear. Each shows the day and time, the person, where it fits in their day (for example "right after a nearby visit" or "nothing else booked") and the extra driving, like +15 min driving. The top one is marked Best fit.
4. Click Pick next to the one you want.

The visit is booked at that time with that person, and you'll see a message confirming it.

Move an existing visit

1. Open the visit (from the Schedule or the job).
2. Click Find a time next to the date and time.
3. Click Pick on a slot. The date, time and team fill in.
4. Click Save to keep it.

Narrow the search

At the top of the Find a time window you can change:

• Length: how long the visit takes, in minutes.
• Who: pick one or more people, or leave it as Anyone on the team.
• Start date: the first day to look from. It searches the 7 days from there.

Then click Search. If nothing is open, try a shorter visit, another week or more people.

How slots are chosen

• Slots fall inside your business hours: the hours set in Settings → Online booking (or 8am to 5pm, Monday to Friday, if you haven't set them).
• They never overlap a visit someone already has at a set time.
• Driving is worked out from where the job is and the nearby visits on that person's day. A job is on the map when its service address (or its customer's address) was picked from the address suggestions. A typed address that wasn't picked from the list isn't on the map, so that slot shows no driving.

Only people who can schedule jobs (Owners and office staff) see Find a time.