Visits help you keep track of assets (people, vehicles, companies) currently present on your yard. Each visit belongs to one of three possible states: planned, in progress and finished. They are based on existing bookings.
Only the Account Admin is able to manage that. If you do not see the following options, you’re not the Account Admin.
To create new visit, click the
from menu on the right side. You may create new visit based on existing booking
of a company or a person.
Add a new booking if needed or find the one you wish to create a visit from. To find desired booking faster just use the search field across the top of your account.
Next, click the
New visit button from
Actions column on selected booking.
On the New Visit page do the following steps described below. Please notice, that some values are already predefined for you. They are taken from the booking you are creating new visit from.
Vehiclethat will drive on your yard.
Personwho will drive the vehicle on your yard.
Companythe person represents.
Movement planthe driver has to accomplish.
Notesyou wish to record for this visit or leave it blank.
You are done! You have added the new visit.
If you wish you may also print out the ticket for the driver. To do so, click
Visits button from menu on the right side.
Find desired visit from planned ones.
To find it faster just use the search field across the top of your account.
Once located, click the
On the Visit page locate the
To open up the ticket in a new tab use: middle-click the