Manage Visits in Calendar

Create a Visit

Create visits from the calendar using several intuitive methods. Simply drag an account from the account list to the calendar grid, tap + on the calendar grid, or long tap (tap and hold) an empty slot.

When you drag and drop an account to a time slot, the visit is automatically scheduled for the account's preferred address. If there isn't a preferred address, the primary address is used. You can also view all addresses for an account and drag a specific address to the calendar.

The Calendar helps you choose the optimal time for a visit by showing your best time, provider’s best time, appointment time, and unavailable time, and colleague visits with the same account in the background.

Note You can’t schedule a visit during your time off territory, unless it is allowed by your time off territory overlapping rules. If your Salesforce admin has configured rules to prevent visits from being scheduled to close to each other, you'll get a warning or error if you try to create a visit for an account that already has one scheduled within the period specified by the admin.

Reschedule a Visit

Move a visit on the calendar grid to reschedule it to a new time. To reschedule a visit, simply drag it to the new time slot on your calendar.

Note You’ll get a warning or error message if the move isn't possible according to the validation rules set up by your Salesforce admin.

Preview and Delete a Visit

Preview a visit to confirm the details and delete it from the calendar. Tap the visit on the calendar grid to open the preview. From there, you can confirm or delete the visit.

Note You can't delete a submitted or signed visit, a visit with an attendee signature, or a shared visit where you were added as a visitor. If you delete a remote visit, cancellations are emailed to the account and attendees.