When you work in the Sidely web app, it can be useful to quickly see which points of sale are involved in your upcoming visits. Unlike the mobile app, the web map does not directly display scheduled appointments. However, you can use an advanced filter to easily identify companies with an upcoming visit.
How to do it
In the Sidely web app, open the Map module.
Go to the Advanced filters available on the map.
Look for the Next scheduled event filter.
Choose the event type (here, Visit).
Select "is not empty" to see all your upcoming visits. You can also use any other date filter. For example: "is less than" a given date, to get the visits between now and that date.
The map then shows only the companies matching this criterion, so you can quickly see the points of sale with a scheduled visit.
This method is currently the best alternative for preparing your route or finding your upcoming visits directly from the web platform map.
FAQ
Why don't my appointments appear directly on the map?
This feature is not currently available in the Sidely web app.
Is there an alternative?
Yes. You can use the Next scheduled event filter in the map's advanced filters.
Can I show only the visits scheduled for today?
Yes, by adjusting the period selected in the filter.
Is this feature available in the mobile app?
Yes. The mobile app gives more direct access to scheduled appointments.
Does the filter work with all event types?
It lets you find companies based on their next scheduled event, provided that event was created in Sidely.
Can I combine this filter with other map filters?
Yes. You can combine it with other filters (territory, sales rep, status, etc.) to refine your search.