Skip to main content

Client visits not showing in search

A guide to resolving visits not appearing when searching in the visits section of CallConfirmLive!.

Written by Billy Dilks

Visits may not appear in CallConfirmLive! due to filters, missing schedules, data sync issues, inactive client settings, or user permissions.

Check that the client record has the correct location set by following these steps:

  1. Click Clients on the left side.

  2. Enter the forename, surname, or both into the search box.

  3. Right-click the client record and select Open Client.

  4. Click Financial.

  5. If the Location dropdown is blank or set incorrectly, update it to the correct location.

  6. Click Save and Close.

Did this answer your question?