Create onsite visit calendar events from updated cards
Create onsite visit calendar events from updated cards
Your site visit cards don't turn into calendar events, leaving crews without scheduling context and forcing coordinators to create appointments manually. It schedules events ahead of visits.
Overview
When visit cards don't become events, coordinators spend hours creating appointments and crews miss context. This flow converts updated visit cards into scheduled calendar events with location and duration, giving coordinators confirmed schedules ahead of each visit.