Visit settings
Visits has one setting: whether the site uses visits at all. Turn it off if your site never has visiting teams. For how visits work, see Visits.
Who can: Owner, Admin, Site settings
Where: Settings › Visits
The setting
Enable visits for this site. On by default. The change saves as soon as you tick or untick the box.
| Visits on | Visits off | |
|---|---|---|
| Visits page and menu entry | Shown | Hidden |
| Invite links for reps | Work | Stop working |
| Visit figures on Stats and in quarterly reports | Shown | Left out |
| Visit manager role in the role pickers | Offered | Not offered (unless someone already has it) |
Existing visits, their stock and their invites are kept. They come back when you turn visits on again.
Turning visits off with visits pending
If any visits are still pending, the app warns you first. It says how many visits are pending and how many pre-loaded items they hold, then asks you to choose Turn off visits or Cancel. Those items stay "pending" in inventory until visits are on again and the visits are marked delivered.