General

My Visits Today

A rep's view of their scheduled visits for the current day and their status.

Updated 13 Aug 2026

Description

The My Visits Today page is the main screen a rep opens daily to see the list of merchants to visit that specific day, ordered by priority or geographic sequence to make navigation easier.

Page Components

  • A list of visits scheduled for today with merchant name, address, and suggested visit time.
  • The status of each visit (not started, in progress, completed).
  • "Start Visit" and "Navigate to Location" (maps) buttons.

Steps

  1. Open the rep app and go to "My Visits Today".
  2. Review the list of merchants to visit today.
  3. Click "Navigate" to go to the merchant's location via a maps app.
  4. Upon arrival, click "Start Visit" to log the start time.
  5. After finishing the visit, record its outcome through the "Log a Visit" page.