• Set 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 change it to thePopular

• Start 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 "clientsSome readers

• Why 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. Another possibility could be that you're using your mobile device to share internet via hotspot. If this is the case, theFew readers

• How 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: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-13-at-121221obomme.png =182xauto) Here, you'll see the possible visit results. In this example, all visit results have an aFew readers

• Deleting recurring visits

  To delete scheduled recurring visits , you'll have to click on Visiting calendar: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-10-at-433501l1g11v.png =153xauto) 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 viFew readers

• Scheduling visits individually

  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/57cbecba60da4000/capturaFew readers

• Scheduling visits in bulk

  There are two ways to program visits in Handy: or in using a template. This article will go over how to program visits in . Bulk Head over to the Visiting Calendar: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-24-at-1Few readers

• Schedule visits using rules

  This feature is an easy way to program visits based on the user's zones. Go to Visit schedule: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-31-at-11741mqkomj.png =192xauto) Then, click on + Schedule visit, and click on Schedule visits using rules. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-31-at-1194019xl1sy.png =472xauto) You'll need the following information: DFew readers

• Presale closing time

  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 ClicFew readers

• Visit's results

  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. (https://storage.crisp.chat/users/hFew readers