What you'll do
Configure key scheduling controls that affect appointment timing and team readiness.
Before you begin
Open Schedule Settings.
Follow these steps
- Open Onboarding and choose Configure Schedule.
- Go to Schedule Settings.
- Set Daily Before Buffer and After Buffer values to match travel/prep needs.
- Set Upcoming Visit Reminder hours to your preferred lead time.
- Review timezone and operating hours for consistency.
- Save, then return to Onboarding and verify the schedule step is Done.
How you'll know it's done
Schedule settings persist, and appointments reflect your chosen buffers and reminder timing.
If you get stuck
- Conflicts continue: increase buffer windows and retest.
- Reminder timing feels off: tune reminder hours incrementally.
- Step still open: check required schedule fields are all present.
Related pages
- Open step: Schedule settings
- Open onboarding: Onboarding