How to set scheduled visits (call cycles)

The back office "Insights" can set single scheduled visits for the clients using the two options indicted below:

Option 1:  Simply go to Customers, select the customer, select the plus + on scheduled visits and fill the form that appears with details required.

Option 2: Simply select the Calendar tab and select “Scheduled visits” under View. Choose and click on the day of the scheduled visit on the calendar and populate the required fields from the form as required.

For bulk uploads, select the settings option on the top right, and choose imports. Then click on ‘import tasks’.

Download the excel template and populate it with the required data and then upload it by using the browse option available to choose the file and the click on file select to upload.