Confirm the changed booking with the person arranging the work and the person responsible for access when they are different. Give each the details needed for their role. Updating one email address or one saved note does not establish that both people know the new arrangement.
Identify who decides and who opens the site
Ask the commissioning customer who should receive scheduling changes and who will provide access for the new time. Do not treat the site manager's availability as approval for extra work. Keep billing arrangements separate from attendance coordination.
| Recipient | Needs to confirm | Message focus |
|---|---|---|
| Commissioning customer | Revised booking and agreed scope | New date, time and work purpose |
| Site manager | Access at the revised time | Entrance, attending person and meeting arrangement |
| Assigned person | Current working brief | Saved Visit and any changed access instruction |
Use messages that describe one consistent booking
Customer example: 'The agreed inspection is now scheduled for Monday at 10:00. The scope remains an assessment of the meeting-room door. We are confirming reception access for that time.' Only call access confirmed once it is.
Site-manager example: 'Can reception provide access for the door inspection on Monday at 10:00? Please confirm the meeting point and current contact.' After the reply, update the attending person's brief with the verified arrangement.
Check delivery and the saved instructions separately
Daylane's Customer record provides a scheduling email and phone; it does not give the form separate dedicated site-manager and billing-contact records. A second email written in notes is not automatically an email recipient.
Use your normal communication process for the additional contact and record the outcome. Check the Visit's internal instructions because Location access notes are not automatically included in the private Visit detail view. Reconcile any copied or printed brief before departure.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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