Adding Multiple Drive Time Appointments

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. Enable Multiple Appointments

• Toggle the Create Multiple switch to the ON position.

5. Fill in Appointment Details

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

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

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

• Date Range: Choose the start and end dates.

• 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.

6. Set Repeat Pattern

• Mode: Select the recurrence mode (Daily, Weekly, or Monthly).

  • For Daily mode: Enter the number of days to recur or select "Recur every weekday."

  • For Weekly mode: Enter the number of weeks to recur and select the days of the week.

  • For Monthly mode: Specify the day of the month and the number of months to recur.

• The occurrence count will update based on your selected pattern.

7. Add the Recurring Appointments

• Review the total number of occurrences generated based on the recurrence pattern.

• Click Add X Appointments (where X is the number of non-overlapping appointments) at the bottom right corner.

8. Handle Conflicts (if any)

• If there are overlapping schedules, a confirmation modal will appear listing the conflicts.

• Click Confirm to skip the conflicting appointments or Cancel to go back and adjust.

9. Confirmation

• The series of drive appointments will now appear in the schedule list or calendar view.