New visit

Schedule a home visit

Pick a client and rep, choose a time, and book. The rep gets a text — no GHL login needed.

Client

Select a client from the list on the left.

Assignment

Assigned rep *

Office appointment setter *

Owns the appointment in GHL (the person booking it).

Service

Duration

When & where

Date *

Start time *

Timezone

Defaults to the account timezone.

Visit address

Prefilled from the client record — edit if the visit is somewhere else.

Notes for the rep

Dispatch ticket Not booked

When—

Client—

Rep—

Service—

Where—

On booking: added to the dispatch calendar, rep texted, client confirmed.

Home Visit Scheduler