Change Rooms | Times

The room/time editor is a visual tool to edit or add room assignments to the visit agenda.

  1. Visit Day - The day of the visit. For multiple day visits, select the day of the visit to work on.
  2. Rooms Shown - By default, only the rooms currently assigned to the visit are shown. If you're looking to move this visit to a new room, or to add another room to this visit, choose either 'Visit Type Rooms' or 'All Rooms' to see other rooms in the center.
  3. + Room Button - Manually add a room to this visit.
  4. Room Name - The room name of the current assignment.
  5. Room Assignment - The block of time allocated to this room for this visit.

Visual Editor - Moving a Room Assignment

To change the starting time of a room assignment, position your mouse cursor over the assignment block and drag it up or down within the room to a new starting time.

TIP: You can also move a room assignment to a different room. Use the drop down at the top of the screen and change 'Assigned Rooms' to 'Visit Type Rooms' or 'All Rooms'.

Visual Editor - Changing Length of a Room Assignment

Position your mouse cursor at the very bottom of a room assignment. The mouse cursor will change to an up and down arrow.

Drag the bottom of the room assignment to change the length.

Visual Editor - Adding a Room Assignment

Position your mouse cursor in the room and time you would like to add to this visit. Double-click your mouse.

A 1-hour time assignment in this room will be added to the visit.


Aside from the visual room/time editor, rooms can be added or edited manually.

Manually Adding a Room

Click the + Room button at the top of the room/time editor to manually add a room to the agenda.

Manually Accessing an Existing Room

Hover your mouse over an existing room in the agenda, a popup room summary will appear. Click on the Edit button to manually edit the room assignment.