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Use the visit calendar to see your planned visits by month, week, or day, and to schedule, move, or delete visits by dragging them. To open the calendar, in the side menu, tap Visit Calendar. You can also tap + on the home screen, and then tap View Calendar.

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Switch Calendar Views

  1. At the top of the calendar, tap Month, Week, Weekday (Monday to Friday), or Day.
  2. To move back or forward, tap ‹ or ›.
  3. To jump back to today, tap Today.
The calendar opens in the last view you used. The first time you open it, it uses your Default Calendar View, or your company’s default if you haven’t set one. Week and Day views scroll to your Default Visit Start Time. To change either setting, see Personalize Your Settings. In Month view, dots show which days have visits. Tap a day to list its visits under the calendar. Visit cards are colored by status. Tap a card to open the visit.

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Schedule a Visit

Before you start, check these:
  • You need permission to create visits. If + is missing from the calendar, you don’t have it. Ask your admin to give you permission to create visits.
  • The date must be inside one of your active call cycles. A call cycle is a planning period your manager sets up. See Call Cycles.
To schedule a visit, you pick an account and drag it onto the calendar:
  1. On the calendar, tap +.
  2. Tap Create Visit (or the option for the type of record you’re visiting).
  3. In the list, tap an account. A bubble with the account name appears, showing Drag to schedule.
    • Tip: To search, enter part of the account name.
  4. Drag the bubble onto a day (Month view) or a time slot (Week, Weekday, or Day view).
To cancel instead, tap ✕ on the bubble.
The New Visit screen opens with the date and time filled in. To finish, see Create a Visit. When you drop an account on a day in Month view, the visit uses your Default Visit Start Time.
If the account has a default visit template, FieldKo creates the visit right away with that template’s tasks. You don’t need to tap Save.

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Reschedule a Visit

You can move only visits that are Not Started. You can’t move a visit into the past or past midnight, or make it shorter than 15 minutes. Move a visit by dragging it to a new time:
  1. In Week, Weekday, or Day view, press and hold the visit for half a second.
  2. Drag the visit to the new time. The visit keeps the same length.
  3. In Reschedule Visit, tap Confirm.
To set exact times instead of dragging, open the visit and tap Planned. See Check In and Complete a Visit.

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Delete a Visit

You can delete only Not Started visits, and only if you have permission.
Deleting a visit can’t be undone. Make sure you’ve picked the right visit before you tap Delete.
  1. In Week, Weekday, or Day view, press and hold the visit.
  2. Tap Delete Visit.
  3. To confirm, tap Delete.
On a tablet, you can also drag the visit onto the account panel and release it.

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Call Cycles

A call cycle is a planning period for your visits, such as four weeks. Every visit must fall inside one of your active call cycles. If a visit doesn’t, you see No Call Cycle. with one of these messages.

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See Also

Last modified on October 19, 2026