Allow scheduled visits to be moved back to the Waitlist
complete
Mike and Dan Prause
Right now, once a visit is created and placed on the schedule, there isn’t a way to move it back to the Waitlist. It would be helpful to add an option to return a scheduled visit to the Waitlist when plans change (for example due to weather, customer delays, or scheduling conflicts).
This would allow teams to keep the visit in the queue with a flexible date range (Earliest Date / Latest Date) until it’s ready to be scheduled again, instead of deleting or manually recreating the visit.
A
Abel
updated the status to
complete
A
Abel
Mike and Dan Prause with the new calendar you are now able to drag events from the scheduled and drop them back into the waitlist!
Photo Viewer
View photos in a modal
Mike and Dan Prause
Abel Thank you!
T
Teri VanNortwick
you could use the skip
C
Curtis Croft
Edit the visit and change it back to Waitlist event. What you are asking for is doable currently.
Josh Kahle
Mike and Dan Prause - yes, this would be the guidance for now. Edit the event and change it to a waitlist event, and it will appear back on the waitlist.