1
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Choose Callback when you need to return, or Book when an appointment has been agreed. Confirm the address first.

2
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Set the agreed date and time. Check the Georgia Eastern time label. Scheduled callbacks and bookings appear in Calendar.

3
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For Book, choose an authorized closer, yourself, or Manager if your manager will assign one. Use the assignment your team expects.

4
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Press Log Visit once and wait for the save to finish. Do not create a second visit while the first one is being saved.

5
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Open Calendar and verify the address, date and time. For a booking, also check the closer or manager-assignment exception before moving on.