Reschedule a visit
1
Open the scheduled order
Open the order from Orders, Planning, or Daily Program, then select Reschedule.
2
Choose the target week
Select the week where the order should return as unplanned work. This clears its current member, time, route position, and travel information.
3
Review scheduling requirements
Update the complete day, time, and member requirement group only when the customer agreement has changed.
4
Confirm protected movement when required
If the visit is inside the before-delivery window or has a current customer notification, confirm that you understand the impact and enter a reason.
5
Plan the destination week
Run Planning for the new target week and contact the customer deliberately when an earlier promise was superseded.
Cancel an order
1
Select Cancel order
Open the order and choose Cancel order.
2
Enter the reason
Record a concise operational reason. Confirm protected cancellation when the customer was notified or the order is inside the lock window.
3
Confirm cancellation
The order leaves Planning and the calendar. Existing activity, invoice records, and payment records remain attached to the cancelled order.
To change the recurring cadence rather than one visit, edit the subscription. Moving one order never changes the subscription schedule.