Create Visit Plan

How to create a visit plan directly from the mobile app instead of waiting for an admin to create one on the web.

Access the Feature

Step 1: Open the app → Go to Store List

Select a Store

Step 2: Tap the store you want to add to a Visit Plan

Step 3: Tap Create Visit Plan

Configure the Visit Plan

Step 4: Select the survey program and visit date

Confirm

Step 5: Tap Confirm — the new Visit Plan appears in today's list (or on the selected date).