Territory Planning and Appointments
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      3. Territory Planning and Appointments

      How do I find available appointments in a specific week?

      This article summarises the steps for finding available appointment times in a specific week on your territory.

      In order to make a booking as a representative, you must first be registered as a representative and logged in.

      Once you have logged in - 

      1. Click on My Territory and New Appointments
      2. Choose from the Where drop-down to select either Block, Suburb or State/Province.
        1. A Block is a RxTro definition. It is a standardized grouping of suburbs, postcodes or FSAs each containing around 150 customers. The purpose of the block is to improve the search functionality when using territory planning.
      3. Choose from the RxTro Status drop-down whether you want Automatic or Manual appointments.
        1. For more information about the Manual versus automatic appointments please refer to the knowledge base article here.
      4. Choose from the When if you want to see a customer list, or the appointments that are available in a particular week.
      5. Click Search
      6. This will return a list of the appointments that are available within your search criteria. From here you are able to either take or swap an appointment.