Start Now vs Scheduled for Later
Benefits of immediate action versus the effectiveness of scheduling activites.
Table of Contents
Gemini said Pear Suite offers two primary ways to initiate tasks: Start Now and Schedule for Later. Choosing between these options depends on whether you are interacting with a member in real time or planning your outreach for a future date.
Understanding "Start Now"
The Start Now button is intended for immediate engagement. As soon as this button is clicked, the system begins recording the activity duration and opens the flow questions for data entry. This is the ideal choice for unscheduled home visits, walk-in appointments, or any situation where you are ready to begin documentation immediately while meeting with a member.
Understanding "Schedule for Later"
The Schedule for Later option is a planning tool. It allows you to build out your calendar by preparing activities for a future date and time. When this option is selected:
- The activity is added to your dashboard and calendar.
- The activity remains in a "Scheduled" state.
- The timer and data entry fields will not be active until you manually launch the activity at the appointed time.
Choosing the right option for your workflow
Both options are designed to support different operational styles. If your role involves high-volume, day-of appointments or rapid outreach, Start Now minimizes the steps needed to get into a script. Conversely, if you work as part of a centralized scheduling team or manage a recurring visit list, Schedule for Later helps you stay organized and ensures no follow-ups are missed.