Scheduling in Repsly
With permission, reps are allowed to create and manage their visits on their mobile devices. This allows them to create the next point of contact with a client directly from the field.
How to Schedule a Visit
1. Click on the My Places tab.
2. Select the place you wish to schedule a visit for.
3. Click the Schedule heading at the top of the page.
4. Open the schedule and click the red + icon to schedule a new visit.
5. This will allow you to select the date and time for the visit. On this page, reps can also select whether or not the visit is recurring and leave a note for themselves about the visit. Click the Done button to save the visit.
This will allow your reps to create scheduled visits for themselves directly from their mobile device.