{"id":11709,"date":"2025-11-11T05:41:52","date_gmt":"2025-11-11T05:41:52","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=11709"},"modified":"2025-11-11T09:46:50","modified_gmt":"2025-11-11T09:46:50","slug":"appointments-flexible-in-the-week-and-better-prioritization","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2025\/11\/11\/appointments-flexible-in-the-week-and-better-prioritization\/","title":{"rendered":"Appointments flexible in the week and better prioritization"},"content":{"rendered":"

Appointments are crucial when calculating your schedule. You now have the option of scheduling appointments flexibly within a week instead of just on a fixed day. In addition, appointments are prioritized depending on their flexibility.<\/p>\n

Appointments flexible in the week<\/h2>\n

Are you familiar with this? You have agreed with a customer to visit them in a certain week, but until now you had no way of creating a flexible appointment for the week. Instead, you had to create an appointment at a specific time or an appointment “flexible on the day”.<\/p>\n

You can now create an appointment “flexible in the week<\/strong>” for a customer as follows:<\/p>\n

    \n
  1. Open the customer detail page and click on “New appointment<\/strong>“<\/li>\n
  2. At Schedule<\/strong>, select the option “Flexible in the week<\/strong>” and then the desired calendar week from the list or via the calendar<\/li>\n<\/ol>\n

    \"\"<\/a><\/p>\n

    Call suggestions and existing appointments can also be converted into appointments flexible in the week:<\/p>\n

      \n
    1. Open the context menu of an entry at calendar or schedule<\/li>\n
    2. Click on “Convert to appt. flexible in the week<\/strong>“<\/li>\n<\/ol>\n

      \"\"<\/a><\/p>\n

      Appointments flexible in the week will be included in the next schedule calculation within the selected week, taking into account your working hours and customer opening hours.<\/p>\n

      For better differentiation, appointments flexible in the week and on the day are marked with corresponding symbols.<\/p>\n

      \"\"<\/a><\/p>\n

      Note: This function is not yet available if portatour\u00ae is connected to Dynamics CRM as the data source system.<\/em><\/p>\n

      Appointments prioritized according to flexibility<\/h2>\n

      If appointments with different flexibility conflict with each other or not all appointments can be accommodated in the schedule, the following prioritization will apply in future:<\/p>\n

        \n
      1. All-\/Multiday<\/strong> appointments<\/li>\n
      2. on time<\/strong> planned appointments<\/li>\n
      3. Appointments flexible on the day<\/strong> and appointments with leeway<\/strong><\/li>\n
      4. Appointments flexible in the week<\/strong><\/li>\n<\/ol>\n

        Reservations and call suggestions are still prioritized lower than appointments.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Appointments are crucial when calculating your schedule. You now have the option of scheduling appointments flexibly within a week instead of just on a fixed day. In addition, appointments are prioritized depending on their flexibility. Appointments flexible in the week Are you familiar with this? You have agreed with a customer to visit them in […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11709","post","type-post","status-publish","format-standard","hentry","category-anywhere-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t