This article explains how an employee can start and end multiple visits on the Bayzat app
How to start and end multiple visits on the mobile app?
-
The employee must first Check-in for the day.
-
Employees can start a visit from:
-
Select the 'More' button to see the ‘Start Visit’ option.
-
Once you select ‘Start Visit’, you will be shown a map view with pins of any visit locations in your radius.
-
You can then select the location you are visiting from the list and click 'Start Visit'.
-
Once you are done with your meeting, you can come back to the same screen to ‘End Visit’.
-
You can repeat this action multiple times for each location you visit during the day.
How to add a visit location when starting a visit?
When an employee chooses to start a visit, but the location they are at does not appear on the list, they will have the ability to add their current location to the list.
In order to create a visit location:
-
Select 'Add your current location' on the location selection page when starting a visit.
-
You will then have to enter these details:
-
Location Name
-
Current Location (will be automatically fetched from google maps)
-
Address (this field will be auto-filled and the user can edit if they choose)
-
Client (optional)
-
Click on 'Save'
-
Note: When to create a location?
-
You will only be shown locations that are within your radius to start the visit.
-
It is best if you reach the exact meeting spot and then check the list.
-
If the location still does not appear on the list, you may proceed to add your current location.
How to view a timeline of the visits in my attendance?
You can view your attendance report by going under Attendance > My Attendance