Schedule a visit and remind your client

1 Book it

1. Click Schedule → New visit (or click a day in the calendar).
2. Pick the client, date, start and end time and who it's assigned to.
3. Add a checklist if needed, then Save.

2 Reminders

1. Turn on Email the client about this visit.
2. Choose when: when booking, 1 day before, 2 hours or 1 hour before.

Rescheduling or deleting the visit tells the client automatically.

3 Reschedule

1. In the Week or Month view, drag the visit to another day.
2. In the Day view, drag it to another person's column to reassign it.