Select the correct Visit, inspect the page that will be shared and check the intended recipient before sending its link. A Job can have several attendances, so a correct Job title alone does not prove the link describes the right date or purpose.
Choose and inspect the actual Visit
Daylane's Create Visit Page workflow lets an owner or scheduler select a Visit from the Job. After creating the link, use Open Visit Page to inspect the customer view before copying it into a message.
| Check | Question |
|---|---|
| Selected attendance | Is this the intended Visit on this Job? |
| Timing | Does the arrival expectation match the agreement? |
| Location | Is the service address correct? |
| Title and instructions | Are they accurate and suitable for the customer? |
| Recipient | Does this person need the attendance information? |
| Link status | Is this the current, unexpired link? |
Understand replacement and expiry
The current sharing form states that the link expires in 30 days and creating another link for the same Visit revokes the old one. If you replace a link, update the intended recipient rather than leaving them with a revoked address.
Do not post private Visit links in public articles, shared demonstrations or unrelated channels. They are intended for the relevant attendance information, not as general marketing URLs.
Review after a material scheduling change
The public page includes the Job title, customer instructions, address and Visit details. Check the page again after changing timing or scope, and communicate the updated expectation through the appropriate channel.
Keep the team's internal brief separate. The customer page does not display all internal notes, and it should not be expanded with private commentary merely to replace an incomplete field handover.
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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