Reschedule: Edit the date/time, or drag-and-drop on the calendar. On mobile, swipe and tap Reschedule.
Cancel: Change the status, or swipe and tap Cancel on mobile.
Complete: Mark complete from the visit detail, or swipe and tap Mark Complete on mobile.
Reassign: Edit the assigned team members from the visit details.
How do I manage and update visits?
Reschedule, cancel, complete, or reassign visits on web and mobile.
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Written by Taj Shahrani
Updated yesterday