1. On the left side menu, click on Visit manager.
2. To schedule a visit for a collaborator, click on Calendar (Collaborators).
3. Use the Filter by user below the Calendar bar to select/deselect your collaborators so that only the calendars of those you want to manage appear. You can also search for collaborators using the horizontal scroll bar at the bottom of the screen.
4. To add a visit to one of your collaborators, select the date in the top calendar bar and use the vertical scroll bar to the right to select the time.
5. Click on the calendar of the desired collaborator to schedule the visit.
6. If you prefer, you can view one collaborator's calendar at a time - click on the collaborator's name to see only his/her calendar.
7. On the Visit tab, select the customer and the reason for the visit, and complete other optional information such as Title and Reminder.
8. At the end, click on the OK button to save the new visit.
9. You can delete or edit a visit before it starts at any time: click on it and then click on the Delete or Edit button.
IMPORTANT: You cannot schedule, edit or delete a visit in the past.