Scheduling visits individually
This is one of Handy's most important features. You can program visits to know which clients your users will visit and when.
As the administrator, you can control visits, see if they're completed in time, view what results they have, and measure the outcomes of route sales.
This option is available to any user under the role of administrator or supervisor. From the web portal, you can program and consult visits.
![](https://storage.crisp.chat/users/helpdesk/website/-/6/2/8/0/628045053de3240Some readersSchedule visits from the mobile app
It's very simple to schedule a visit with a client using the mobile app.
You can program a visit by clicking on the + button on the main screen, then clicking on Schedule visit:
Another option is to identify the client you want to visit and click on their profile. To find the client, if they're nearby, you can find them in the main screen, and if they're far fSome readersSchedule visits using rules
This feature is an easy way to program visits based on the user's zones.
Go to Visit schedule:
Then, click on + Schedule visit, and click on Schedule visits using rules.
You'll need the following information:
Day of theSome readersVisit's results
The results of field sales operations are important to evaluate your sales staff's performance, analyze the market, and optimize routes. They also help you make informed decisions to increase sales effectiveness.
These results impact your visit metrics, and they're manually selected by the user once they finish each visit.
To define the visit results, you must go to the "Visit results" menu, located in the main menu on the left side of your screen.
 away from the client without ending the visit.
If you receive this notification while you are still with the client, don’t worry. This happens because, at times, Google location services (Google Geofence®) do not provide precise location data for your device, which can cause Handy’s reminder service to be triggered. You can simply end the visit once you actually leave the client's locatioSome readersPresale closing time
With this Handy feature, you can set a cutoff time to close the pre-sales day. This helps streamline operations and allows you to prepare the next day’s orders in advance.
What does this setting do?
This feature allows you to set a time frame for salespeople to register any activity related to pre-sales and delivery requests. This feature is useful as it stops users from registering orders outside of your company's office hours.
Where is it activated?
Go to Settings
CFew readersScheduling visits in bulk
This is one of Handy's most important features. You can program visits to know which clients your users will visit and when.
There are two ways to program visits in Handy: **Individually **or in Bulk using a template. This article will go over how to program visits in Bulk.
Bulk
Head over to the Visiting Calendar:
To program your visits, click oFew readersVisits calendar
Here, we'll show you a step-by-step video explaining how to program visits from the web portal:
Also, we'll show you how to see and consult visits from the mobile app:
Finally, we'll show you how to delete programmed visits:
Send us a message in the chat if you have any questions! 😁Few readersStart a visit from the mobile app
The visits log in the Handy app helps you follow up in real time on how much time is invested in each visit, as well as make sure that each visit is completed in the right place.
Visits must be logged the moment each client is visited. If you try to register a visit outside of this permissible Geofence, the Handy app will not allow it, as the location will be marked as incorrect.
There are many ways you can start a visit. The simplest and most common is through the cards shown on the "clients"Few readersWhy do visits sometimes take a long time to register?
Sometimes, the device can take longer to get the location provided by Google Maps to Handy. This can happen because there's no good internet connection or because of poor service. Sometimes, the building's materials can interfere with the device's reception. We suggest looking for a clear area with good reception to make this process faster.
IMPORTANT
Another possibility could be that you're using your mobile device to share internet via hotspot. If this is the case, the mobile deviceFew readersHow to link forms to the end of a visit
Forms can be shown to mobile users after finishing a visit, depending on the visit's results, so they can be answered by the user.
First, you'll need to create a form according to your needs.
After you've created your forms, click on Visit results on the main menu:
Here, you'll see the possible visit results.
In this example, all visit results have an assignedFew readersDeleting recurring visits
To delete scheduled recurring visits , you'll have to click on Visiting calendar:
Then, click on Delete visits on the top right of your screen:
This will display a screen giving you the option to add filters and select which visitFew readersSet up recurring patterns
In this article, we'll help you create and set up recurring patterns for your visits.
Here are some examples:
For a visit that happens every two weeks. 😎
Here's an example for Mondays, every two weeks
FREQ=WEEKLY;BYDAY=MO;INTERVAL=2;
You can change MO (Monday) to any other day of the week.
For a visit that happens once a month, on the first Monday of each month. 😎
FREQ=MONTHLY;INTERVAL=1;BYDAY=MO;BYSETPOS=1;
BYDAY indicates the day of the week, allowing you to changeFew readers
