The Schedule List is your day-by-day plan in Rithm\u2014who to see, when to see them, and in what order. It brings together visits Rithm recommends, appointments you create yourself, travel time between stops, helpful tips and reminders, and shortcuts to nearby or available clients you might fit in.<\/p>\n\n\n\n
Use the tabs below for step-by-step guidance on the web app and the mobile app. The idea is the same on both; the screens and a few controls differ.<\/p>\n\n\n
On the web, the Schedule List is the daily agenda on the Schedule<\/strong> page. It is not a separate menu item named \u201cSchedule List.\u201d When you open Schedule, the list (agenda) of timed stops for the day you selected is what we mean by the Schedule List.<\/p>\n Think of it as your field day on one screen. It typically includes:<\/p>\n Beside or under the list, you will usually see a map<\/strong> of the day\u2019s stops so you can picture the route.<\/p>\n Marking visits complete (and using Check In when available) helps Rithm learn what actually happened, so future plans get smarter.<\/p>\n On smaller browser windows, you may also see a Schedule<\/strong> button in the footer navigation.<\/p>\n The page title is usually Schedule<\/strong>. If you are viewing a teammate\u2019s day (when your account allows it), the title may show that person\u2019s schedule instead.<\/p>\n Tip:<\/strong> The list is the agenda column of the Schedule page\u2014the scrollable day plan with section headers like Recommended Schedule. The map sits next to it (or below it on a narrow screen).<\/p>\n On the classic layout, a month calendar may appear above the list; tap any day to load that day\u2019s plan.<\/p>\n Sections appear when they have content. Each section header often shows a count badge.<\/p>\n System messages, sticky notes, and email\/phone reminders appear here. Expand or collapse the section as needed. Some system notes include an Okay<\/strong> control to dismiss them.<\/p>\n Read these first when something looks off\u2014for example, if the plan was edited, the day looks light, or Rithm has a tip about Auto-Schedule.<\/p>\n These are appointments and blocks you<\/em> created. They stay on the calendar even if you clear Rithm\u2019s recommended route. This section may start collapsed when other content is present\u2014expand the header to review them.<\/p>\n This is the heart of the Schedule List: timed client visits in order, plus travel rows such as Travel time: 30 minutes<\/strong>.<\/p>\n For each meeting row you typically see:<\/p>\n Travel rows are not visits.<\/strong> They only show driving time between stops and do not have a completion check.<\/p>\n Use these when you finish early, have a cancellation, or want to add opportunistic stops. Nearby focuses on clients within a short distance (about 10 miles \/ 16 km). Available today is a wider weekday list.<\/p>\n Location permission helps Nearby work well. If location is not available, Rithm may show guidance instead of distances.<\/p>\n Tap the client card or name to open a popup with details such as stage, importance, hours available, phone, email, notes, and last visit (depending on your data).<\/p>\n From the popup you can often:<\/p>\n Close the popup with the X<\/strong> or by clicking outside it.<\/p>\n You can also tap Back<\/strong> to leave Check In without finishing.<\/p>\n If a stop includes multiple people at one office, Rithm may ask Completed for every client?<\/strong> and offer:<\/p>\n Checking off visits teaches Rithm. Completing people you actually saw\u2014even from Nearby or Available\u2014improves future routing.<\/p>\n Managers with extra permissions may see Task<\/strong>, Meeting<\/strong>, and Event<\/strong> instead.<\/li>\n Items you add appear under My appointments<\/strong> and remain even if you rebuild the recommended plan.<\/p>\n Under Recommended Schedule<\/strong> (and on some empty-day messages) you may see:<\/p>\n While Auto-Schedule is running, the button may show Auto-Scheduling…<\/strong> and the list may explain that today\u2019s plan is not ready yet.<\/p>\n On the modern Schedule page:<\/p>\n If there are no more stops, you may see No upcoming stops today.<\/strong><\/p>\n When enabled, tap Sales Advisor<\/strong> from the Schedule header for coaching and insights tied to your day.<\/p>\n If your account allows filtering, use Show:<\/strong> or Choose a view:<\/strong> to switch between Only my personal data<\/strong> and teammate views. When you are looking at someone else\u2019s day, completion actions are usually limited\u2014you can review the plan, but you generally cannot check off their visits.<\/p>\n You may see messages such as:<\/p>\n Adding print mode to the Schedule page produces a simplified agenda. Map waypoints, travel rows, notifications, and Nearby\/Available sections are typically hidden on the printed view.<\/p>\n On the Rithm iPhone and iPad app, the Schedule List is the scrollable day agenda inside the Schedule<\/strong> tab. There is no separate screen titled \u201cSchedule List.\u201d The tab is labeled Schedule<\/strong>; the list is the day plan you scroll through on that tab.<\/p>\n It is your field day in list form, paired with a map:<\/p>\n Completing visits through Check In helps Rithm learn your real day so future recommendations improve.<\/p>\n Schedule is often the tab you return to after login.<\/p>\n How the screen is laid out (important difference from the web):<\/strong><\/p>\n Above the map\/list you will see toolbar controls such as the date, Sales Advisor<\/strong>, route mode, sticky note, and +<\/strong> to add a meeting.<\/p>\n While loading, you may see Retrieving Schedule information…<\/strong><\/p>\n How this differs from the web:<\/strong> Mobile is day-centric. You change the date from the toolbar rather than living in a month grid as the primary view.<\/p>\n Scroll the sheet (iPhone) or left pane (iPad). Sections with content show a count when relevant.<\/p>\n Tap the Notifications<\/strong> header (chevron) to open the full Notifications<\/strong> screen. Back returns to Schedule<\/strong>.<\/p>\n Sticky notes may show labels such as Overdue Sticky Note<\/strong>, Due<\/strong> with a date, or when the note was created. Checking some tip\/warning notes dismisses them; completing a sticky note hides it when done.<\/p>\n Tap the header to open the full My appointments<\/strong> list. These are your fixed items. They can also appear again inside Recommended Schedule for the day.<\/p>\n This section expands inline on the Schedule sheet (no separate page). It is the main timed list of stops.<\/p>\n Each meeting row typically shows:<\/p>\n\n
Where to find it<\/h2>\n
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How to use it<\/h2>\n
Choose a day<\/h3>\n
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Read the list from top to bottom<\/h3>\n
Notifications<\/h4>\n
My appointments<\/h4>\n
Recommended Schedule<\/h4>\n
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Nearby clients \/ Clients available today<\/h4>\n
Open a client from the list<\/h3>\n
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Mark a visit complete (Check In)<\/h3>\n
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Reschedule, edit notes, or delete<\/h3>\n
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Add something to the day<\/h3>\n
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Auto-Schedule and Clear Schedule<\/h3>\n
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Start Route \/ End Route<\/h3>\n
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Sales Advisor<\/h3>\n
Viewing a teammate\u2019s schedule<\/h3>\n
When the list is empty<\/h3>\n
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Print<\/h3>\n
Practical tips for new users<\/h3>\n
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What is the Schedule List?<\/h2>\n
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Where to find it<\/h2>\n
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How to use it<\/h2>\n
Choose a day<\/h3>\n
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Read the list sections<\/h3>\n
Notifications<\/h4>\n
My appointments<\/h4>\n
Recommended Schedule<\/h4>\n
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