Check In to a Store Visit

As a salesperson, after you sign in, review appointments for the day on Appointments tab. Use list to view items for delivery to store. You can also get directions to store by using location option on the appointment card.

To check in to an appointment:

1. Tap Start on the Appointments tab.

2. After checking into a route, on the Appointments tab, tap an appointment card to expand it.

3. Tap Check In.

   This logs the time and your geo-coordinates.

4. You can now select the in-store activities to perform on the Tasks tab.

For some reason, when you aren't able to provide the service to the store, select the appropriate reason using the following steps:

1. Tap the appointment from the list to navigate to the appointment page.

2. Tap the Actions menu and then No Service Provided from the menu.

3. Select an appropriate reason and tap Submit.

   This saves the status of the appointment as Not Serviced.

You can warn the salesperson when they check in or check out of the preset radius to the stores by creating the profile options. For more information, see Configuring Profile Options in this guide.