Overview
The visit distance rule controls how close a user must be to a store before they can start a visit. Under Visit Distance in Settings you set the maximum allowed distance in feet and choose whether the location check is mandatory when starting a visit. This helps ensure visits are actually performed on site rather than remotely, which keeps your field data trustworthy.
Before You Start
You need administrator access to Settings. Decide on an appropriate maximum distance for your operation and whether location checking should be strictly required before a visit can start.
How to Set the Visit Distance Rule
- Click your profile in the top-right corner, then click Settings.
- Scroll down to the Visit Distance section and click the pencil icon to edit it.
- Enter the maximum allowed distance in feet.
- Click OK to apply the changes.
- Scroll to the bottom of the Settings page and click Save.
Tips and Things to Know
- A tighter distance enforces on-site visits more strictly.
- Making the location check mandatory prevents starting a visit from the wrong place.
- Remember the final Save at the bottom of Settings after clicking OK.
- This rule pairs with ‘Enforce Distance Check for Visit Start’ in the advanced visit settings.
Frequently Asked Questions
It sets how close a user must be to the location to start a visit, and whether that check is required.
It ensures visits are performed on site, which keeps your visit data accurate and trustworthy.
After clicking OK in the pencil dialog, scroll down and click Save at the bottom of the Settings page.