Back to all visits

Schedule a Site Visit

Pick a date, time, and agent. Customer gets SMS + email confirmation immediately, plus a 24-hour reminder.

Visit Details

Notifications That Will Be Sent

Customer
SMS + Email confirmation now, plus reminder 24 hrs before visit.
Visiting Agent
In-app notification + email with full visit brief.
Admin
In-app notification for visibility — no action required.
Cancel

Visit Rules

  • One visit per day per customer
  • More than 5 visits per requirement requires Admin approval
  • Cancellation must be done at least 4 hours prior
  • Post-visit feedback is mandatory within 2 hrs

⏰ Reminder

After the visit, you'll be asked to fill the post-visit feedback form — interest level, customer rating, and recommended next step.