Adding a Drive Time Appointment (single)

1. Navigate to the Schedule Section

  • Click on Schedule from the left-side navigation panel.

2. Open the 'Add Appointment' Modal

  • Click on the Add Appointment button located in the top right corner of the schedule view.

3. Select Drive Time as the Event Type

  • A modal titled Select the Event Type will appear.

  • In the pop-up modal, choose Drive Time as the event type.

4. Fill in Appointment Details

In the Add Drive Appointment modal, fill in the required details:

  • Staff Member: Select the staff member from the dropdown.

  • Staff Paycode: Choose the appropriate pay code from the dropdown.

  • Start Date: Choose the date from the date picker.

  • Start Time: Enter the start time.

  • End Time: Enter the end time.

  • From: Enter the starting Address.

  • To: Enter the ending Address.

  • Miles: Enter the number of miles.

5. Add the Appointment

  • Click the Add Appointment button to save the appointment.

6. Confirmation

  • The new drive appointment will now appear in the schedule list or calendar view.

 


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