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Finish a visit

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Use this to check out of a Check-in/Check-out visit you already started. This closes the visit and records how long it took.

Before you start

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  • You need the visits:visits/startOrEnd permission.
  • This only applies to Check-in/Check-out visits — Check-out Only visits are recorded in a single step and have no separate finish action.

Steps

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  1. From the visit view or your agenda, choose End visit.

  2. Verify your location, if the template requires it. If verification fails, you can tick Ignore location verification to end the visit anyway — it is then finished with zero duration and disapproved, so only do this if you are genuinely unable to verify.

    The End visit screen after a failed location check: the “location verification failed” result with the distance, and the “Ignore location verification” tick box highlighted below it.

  3. Answer the end-of-visit questionnaire. Any answers you gave at check-in for questions marked “start only” are kept automatically — you don’t need to re-answer them.

    The End visit form after the location check passes: the template’s end-of-visit question highlighted, with the visit outcome above it and Schedule next visit below.

  4. Set the outcome, an optional next visit date, and any to-dos.

  5. Submit. Your visit duration is calculated from check-in to check-out.

What can go wrong

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You try to end a visit that’s already finished

Section titled “You try to end a visit that’s already finished”

This can happen after a double-submit, or if the visit auto-ended while you were still trying to check out manually. The app treats this as a successful end, so you won’t see an error — you’ll just land back on the finished visit.

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