Drag & Drop Visits
Melanie Flores
I would like to be able to drag and drop visits to different days. right now, if a client moves their trip to a different week or month, I have to edit each visit to change the date or delete them all and re-create on the new dates. That's a lot when it's 3 weeks of 3 visits per day.
I'd be so much easier to just highlight and drag the visits all over to the new dates at once.
Log In
Autopilot
Merged in a post:
Drag and Drop moving dates of visits
B
Brooke Rozell
Could we have the option to drag visits to other days? We often get clients who either leave later than expected or book the date wrong. Would be amazing if we could drag the visit within their schedule calendar to other days.
Melanie Flores
Adam, I think adding confirmations before a move is finalized, would be fine.
Adam Smith
The main concern with adding this functionality is the risk of
accidental moves
. With drag-and-drop, it's easy to unintentionally shift something without realizing it.Right now, the worst case with drag-and-drop is that a visit is moved to a
different time
on the same day-but it won't be missed altogether. With Sitter Day View
, visits can already be reassigned between Sitters via drag-and-drop.If we were to allow
drag-and-drop between days
, we'd need to add safeguards. Some possible protections could include:- Limiting this feature to within a client's profile, so you're only moving that client's visits between days.
- Adding confirmations or other checks before a move is finalized.
If anyone has suggestions on what protections would work best, we'd love to hear your input.
S
Suzanne Joyce
Yes that would be great!
J
Jakob Senneville
Yes!!!
A
Andrea Siedler
It would be great to be able to drag/drop the order on the calendar and the route view to get better accuracy in mileage calculation.
J
Julie Gonzalez
Or drag or drop the oder of the visits.
R
Raylene Hoover
This would be WONDERFUL!!!
Karen McGovern
Great idea!