A client visit sheet report shows the tasks to be completed for a client and who is visiting them, helping you share clear visit details.
To generate a client visit sheet report, follow these steps:
š Note: If youāre using a bespoke version, the report layout or details may differ from the standard version.
Click Client.
Click on the client.
In Client selection, choose the appropriate option.
Select the Visit sheet radio button.
Set the date range.
Click Generate report.
Choose your print parameters in the popāup window.
Click Print.
š¤ Tip: To send visit sheets to multiple clients, click PDF document and select Send separately in the print popāup. Each client will receive their own visit sheet at the email address on their profile.