Make reservations for those customers whom you want to visit in the following days irrespective of their call intervals and for whom you have not made appointments. Thus, they must be taken into account for the schedule and will be optimally included by portatour®.
Open the customer detail page of the relevant customer (see section Customers). In the Next call section you find the Include in schedule button.
Use this button to make a reservation, which will include the customer in the schedule during the next update and assign a star icon to the call. In order to ensure consistency, this star icon is included in the Include in schedule and Remove reservation buttons on the customer detail page and in the Reservations button above the schedule.
View reservations list
To see a list of the current reservations, click the Reservations button above the schedule. This list enables you to either see the reservations that have not been included in the schedule so far or a list of all reservations - no matter if they already have been included in the schedule or not.
You have the following possibilities to delete reservations:
- Click the Reservations button above the schedule and delete individual reservations by clicking the recycle bin icon or all reservations by clicking the Delete all reservations button.
- Open the context menu for an entry with reservation in the schedule (right-click the entry or click the arrow down symbol in the right column of to the entry) and select the Remove reservation option.
- Click an entry with reservation in the calendar (light blue with blue font) and select the Remove reservation option.