Field Calendar scheduling tools for planning visits
Key Takeaway
Reps plan visits on the Field Calendar, where admin guardrails warn about or block rule-breaking visits as they schedule. To repeat a schedule, save it as a routine, apply it to a new day or week in one step, and then adjust times.
The Field Calendar is where a Life Sciences for Customer Engagement rep plans the day. It puts visits, assessment tasks, time off territory, and general events on one calendar and shows hints for placing each visit at a good time. Admin-configured guardrails run while the rep schedules, so a visit that breaks a rule gets a warning or is blocked at planning time.
What the Field Calendar shows
The Field Calendar shows visits, assessment tasks, time off territory, and general events on one calendar. Reps choose a Day, Work Week, Week, or Month view, so they see their target accounts, activities, and goals the way they work.
Each calendar view shows at most 300 visits. Visits beyond that limit aren't shown, so plan scheduling volumes around the limit.