You have different options for editing entries in the calendar.
By clicking a calendar entry you can see a menu for editing the entry. The editing is carried out analogous to the editing of the schedule (see Edit schedule).
It is also possible via Drag & Drop to move a suggested call or an appointment to another day or time. Simply drag it to the desired timeslot in the calendar by clicking and holding the left-mouse button. When you release it, you are prompted to confirm the new timeslot. Alternatively, let portatour® choose a suitable time from a route-optimization perspective by selecting Flexible on the Day. If the entry is a suggested call, it will be converted into an appointment.
If an update of the schedule is recommended after moving an appointment, the red Update icon appears at the top left. Click it to re-optimize your schedule.
Scrolling up and down within working hours is also possible while moving calendar items. To do so, drag the appointment to the top or bottom of the calendar without releasing it — the calendar automatically starts to slowly scroll.
Hint: Drag and drop is also supported on touch screen devices (smartphones, tablets). Note that before you move an appointment, you must press it for at least ½ second to enable the drag and drop mode. The appointment appears with a shadow around it as soon as it is ready to be moved.
Move or swap day
If you like the suggested calls for a certain day, but would rather visit them on a another day, you can also do this in portatour®.
On the desired day, click the header of the day and then the menu item Edit day. Select Move day to move the day to another date. A window opens for you to select the target date:
In the case of Swap day, select both days to be swapped.
Bear in mind:
- Moved or swapped call suggestions are discarded when the schedule is updated. To fix these call suggestions on the desired day, they must be converted into appointments. In the selection box, choose between fixed appointments or appointments flexible on the day.
- Only those days that start and end at the home location can be moved or swapped. This means that the day may not have an overnight stay on the way. Likewise, no calls or appointments may have already been completed for that day.
- If you select a target day in Move day where there are already suggested calls, these will be removed. Appointments are retained in any case, but this can lead to conflicts. In such cases, you will be warned in time and asked whether you want to move the day anyway. Consider whether a swap would be better in such cases.
- Furthermore, you will be warned if a customer call on the target day could not be scheduled, e.g. due to restricted business hours, call blocks, customer holidays or scheduling restrictions.
You will find the Edit day function also in the schedule (see Edit schedule).
Changing working hours
If you wish to change your working hours exceptionally for a single day, you can do this in the calendar by simply moving the overnight stay at the beginning or end of the day. Use the drag and drop functionality, i.e. press, move and release the calendar entry to the desired time. You are then prompted to confirm.
The suggestion for an overnight stay is converted into a fixed appointment, which is colored dark blue in the calendar. Update the schedule by clicking the red update icon at the top left so the changed working time is scheduled accordingly.
Changing or fixing overnight stay location
To change or fix the location of the overnight stay for a given day, click the respective overnight stay in the calendar. A menu appears:
Select Convert to appointment to fix the proposed time and place of the overnight stay on the way, or Change overnight stay location if you want to stay at another place on that day. You will subsequently have the option of selecting an address from My places, your home location or a manual address. An update of the schedule is necessary so that the changed accommodation is scheduled accordingly.
Find a hotel
If you would like to book a hotel near an overnight stay suggestion or appointment directly via Booking.com, click on the suggestion or appointment and select Find hotel. A window will appear:
When confirming by clicking Find hotel, you will be forwarded to the Booking.com website in a new window where hotels nearby your overnight stay location will be suggested. You will see the availabilities and prices for the date of the overnight stay. The room search uses the criteria '1 adult' and 'business person'. You can set further filtering criteria on Booking.com.
After you have booked a hotel on Booking.com, use the function Change overnight stay location in portatour® to enter the hotel address.
This will create a new overnight stay appointment that replaces the old overnight stay suggestion or appointment.
Hint: If you would like to stay overnight at a hotel more often or if you want portatour® to suggest this hotel on its own for overnight tours, enter it by clicking Navigation menu > My Places > New accommodation (see My Places).