Site Visits
Host sites
Checking host sites and visit records…
Saved plans
Visit days
Map-only plans
Plan visits together
1. Pick a day
Driving and arrival time are added between visits. The first time is your arrival at the first site. Visits already booked keep their length.
2. Choose times
Uses member hours, drive time and booked visits.
Another option for this day
How travel is calculated
Driving is calculated automatically between sites, with time to park and get inside. Traffic may vary.
Drive estimates: OSRM. Map data © OpenStreetMap contributors.
When a site confirms, the other sites’ links update to keep this visit order and travel time.
3. Send time choices to sites
Each site gets its own booking link. When they confirm a time, the visit is booked automatically.
Visit details for all sites (optional)
Preview site emails
Already agreed on the times?
Use manual booking only when the sites have already confirmed these times with you.
Plan tools
Offer times by email
Saved email
Outlook must be the default email app on this device. Opening a draft does not send it. Press Send in Outlook, then Mark sent here.
Private booking link
Book a site visit
Pick a date and time. Times are Central.
Booking exceptions
Cancel this appointment for the host site and visiting staff?
Find sites with members working
Find unbooked sites where members are expected to be working. Then plan their visits to check visit times and travel. All times are Central.
Build a visit day
Site visit reports
Visit settings
Manage the booking rules and block unavailable times. All times are Central.
Previously entered visits
See existing dates
Program-year visit rules
Visit times
Block time
Schedule recovery
Rebuild the existing reminder schedule from saved bookings after a restore.