# Book a visit

Put a job on an engineer’s calendar by dragging it in the planner or using Book, and choose whether to send it now.

The **Unassigned** list on the planner shows jobs waiting for a visit, most urgent SLA first.

![The planner's week view, with each engineer's visits and the Unassigned jobs waiting to be booked](../../../assets/screens/planner.png)

## Drag and drop

1. Open **Planner** and pick **Day** or **Week**.
2. Drag the job onto an engineer at the time you want. The booking form opens with the slot filled in.

## Or use Book

1. Select **Book** on the job.
2. Choose the **Date**, **Start** and **End**.
3. Choose one or more **Engineers**. The first one leads the visit.
4. Add **Instructions for the engineer** if there's anything they should know.
5. Tick **Send to the engineer's phone now** to dispatch it straight away, and **Email the customer** to let them know the date.
6. Select **Book**.

**Best fit** suggests engineers who have the right skills and are free at that time.

## Clashes

Before you save, Sustainable ERP checks for problems: the engineer is **Already booked**, the time is **Outside working hours**, they're on leave, or they're missing a skill the job needs. You'll see them listed under **Clashes**.

You can still choose **Book anyway** if you give a reason. That needs the right permission; if you don't have it, ask a planner manager.