Understand the settings
1
Open Planning settings
Go to Settings > Planning. You need permission to update organization settings.
2
Choose the protected days
Enter a whole number from 0 to 30. A value of 0 allows automatic placement from tomorrow.
3
Choose the automatic horizon
Enter 1 to 12 weeks, including the current week.
4
Decide whether to use flexible hours
Enable the option only when the flexible minutes configured for team members are available for ordinary planning.
5
Save and plan again
Save the settings. They apply the next time Planning runs; saving alone does not move visits.