Create a visit report
Would you like to create a visit report for one of your clients ?
1/ Would you like to create a visit report following a scheduled visit in the MyBusiness Calendar?
You can create an event in the calendar by following the procedure here
Log in to your MyBusiness account, go to your directory, search for, and access the company profile of your client.
On your client's profile, your scheduled appointment appears at the bottom under 'Planned Activities'.
Click 'Mark as completed'.
The following window opens. Verify the duration of the appointment, enter your report, then click 'Done' to save it.
Your visit report is now accessible from your client's company profile.
2/ Would you like to create a visit report for an unscheduled visit in the MyBusiness Calendar?
Log in to your MyBusiness account, go to 'Directories' > 'Companies', search for, and access your client's company profile.
On your client's profile, click 'Create a visit report'.
The following window opens. Enter the date and duration of your visit, then type your report.
Finally, click 'Create' to save the report.
Your visit report is now accessible from your client's company profile.
You have created your visit report !
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