Home-visit scheduling guide
How to schedule appointments at customer addresses
An address-based appointment needs enough information to confirm coverage and estimate the transition from surrounding bookings. A postcode alone may be useful for estimation, while the complete address is needed for the visit itself.
Collect the address during booking
Ask for the location before confirming the time so the system can apply coverage and journey rules. Keep the purpose clear and collect only what the booking requires.
Define a service area
Choose a core area you can serve consistently. If outer postcodes are worthwhile only on certain days, structure availability around that rule instead of accepting them at random.
Check adjacent locations
For a proposed visit, check travel from the previous appointment and towards the next confirmed one. At the start or end of a day, business base rules may also matter.
Example address-based decision
A 60-minute service might fit a 90-minute calendar gap, but not if the incoming drive is 25 minutes and the onward drive is 20. The complete transition needs 105 minutes before any safety margin.
Handle address data carefully
- Limit access to people who need it.
- Do not expose private booking pages to search engines.
- Retain information according to your privacy obligations.
- Use clear customer-facing privacy information.
How CalMov helps
CalMov combines service duration, working availability and customer location to help mobile businesses offer bookable times that allow for the surrounding journeys.
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