Batch Reschedule Visits/Tasks

Batch Schedule & Reschedule available on Plus & Premier Tier

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Batch Reschedule Visits & Tasks

Batch Renew Visits & Tasks Video


Batch Reschedule Visits & Tasks

  1. Navigate to the Calendar page or the Route Planner
  2. Click the Batch Reschedule button at the top of the page.
  3. Filter Visits/Tasks you would like to reschedule.
  4. Once desired filters are set, click Reschedule.
  5. Click the arrow to drop down and view Tasks/Visits that are going to be rescheduled.
  6. Click Yes to confirm reschedule and that this can not be undone or click Cancel to go back.
  7. Click OK to confirm reschedule.


Batch Reschedule Visits & Tasks Video

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