Each Visit is an attendance on a Project. Book several dates or different crews without creating another Project or repeating the agreed price.
1. Add the Visit
- Open the Project and choose Visits.
- Choose Add visit.
- Enter the work name and the description needed for this attendance.
- Choose the date and time, then check the crew and location.
- Review the booking and save it.
The Project supplies the work context. Review the proposed crew before saving. Use the form’s provisional or unscheduled choice when the attendance is not yet confirmed.
2. Change a booking
Open the Visit from the Project’s list or Team Calendar. Update the date, time, duration, description or crew, then save. Review any scheduling conflict against the people and time you chose.
Moving one Visit leaves the other Visits on the Project in place. Cancelling an attendance does not remove the Project’s agreement, notes or handovers.
3. Record the work
Record worked time on the Visit and review it under the Project’s Timesheets. Keep notes, photos and materials on the Project.
A Visit has no required outcome, signature or handover. When delivered work is ready for handover, use Complete work on the Project.
If saving is interrupted
Keep the booking open and use Try again. Check the Visit list before adding the attendance again. If the Visit exists but a later operation failed, continue from that saved Visit.