Plan each person's journey to the shared Visit from their real starting point. One service Location does not create one common travel allowance for the whole team. Check the return or onward journey separately for each person before accepting the next booking.
Work backwards from the agreed arrival
The fictional Visit starts at 10:00. The table includes a small arrival allowance for finding reception and preparing to begin. These are illustrative estimates; check the actual route and access arrangement for your day.
| Person | Journey | Travel + arrival allowance | Latest planned departure |
|---|---|---|---|
| Alex | Depot → site | 20 + 10 minutes | 09:30 |
| Sam | Previous customer → site | 35 + 10 minutes | 09:15 |
Check whether the preceding work permits departure
If Sam's earlier service is scheduled until 09:30, the shared 10:00 start does not fit this plan. Resolve the earlier finish, later shared start or participant choice. Do not leave the mismatch hidden inside an average travel estimate.
Confirm who brings the equipment and who meets the site contact. If one person's arrival is a dependency for everyone else to begin, make that explicit in the brief.
Plan where each person goes afterwards
A shared Visit ending at 11:30 may send Alex back to the depot and Sam to another customer. Reserve those journeys independently. Count the shared service once as customer work, while counting both people's occupied time for capacity.
In Daylane, keep one shared Visit with the correct primary and additional assignees when they attend the same agreed work. Creating duplicate Visits merely to display both names can obscure the actual attendance count.
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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