Start a planned visit

Use this when a visit is already on your plan for today. Depending on the visit template, you either check in and check out separately, or record the whole visit in one step.

Before you start

You need the visits:visits/startOrEnd permission.
The visit must be on today’s plan — the Start/Record button only appears on the day the visit is planned for.
You cannot start a planned visit while you already have another visit open. Finish that one first.

Steps

From your agenda (or the planned visit itself), choose Start (for Check-in/Check-out templates) or Record (for Check-out Only templates).
If the visit already has a template, it’s used automatically. If not, pick one.
Verify your location, if the template requires it. If verification fails, Record visit stays greyed out — move closer and refresh the check.
Answer the start-of-visit questionnaire questions.
Submit. This step works offline and syncs later if you have no connection.

What can go wrong

The Start/Record button is disabled

You already have another visit open. Only one visit can be open at a time.

Your agenda with an active visit at the top (with its “end the visit” button) and, below it, the next planned customer’s greyed-out “start visit” button highlighted.

Location verification fails

Starting a visit has no option to skip a failed check: Record visit stays greyed out until the check passes. Move closer to the customer’s address and refresh the check. If the customer’s address has no map location, ask your administrator to add one.

The Start Visit window on a phone: the location check reads “location verification failed”, highlighted, with the details: too far from the specified location, the distance and the required tolerance.