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Visit plan not showing in record

What to do if a visit plan is not visible in a client record in CallConfirmLive!.

Written by Billy Dilks

A visit plan might not be visible within a client record due to permission restrictions, incomplete setup, or syncing delays between systems.

This can be caused by your user preference settings. To check and update these:

  1. Click System in the top left corner, then select User Preferences.

  2. In the Planner section at the bottom, locate the Planner Time Range.

  3. Set the Start Time to 00:00 and the End Time to 23:59.

  4. Click OK.

If you are still unable to see the visit plan after following these steps, raise a case with the support team.

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