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Visit plan not showing in record

In this article, we explain what could be causing a visit plan to not be visible in a client record.

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Written by Billy Dilks
Updated over 2 months ago

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

This could be potentially caused by your user preference settings. To change this , follow these simple steps:

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

  2. Within the Planner section at the bottom is a Planner Time Range.

  3. Set the Start Time to 00:00, and the End Time to 23.59.

  4. Click OK in the top right corner.

If you are still unable to see the visit plan following these steps please raise a case with the Support Team.

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