> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Visit

> Plan a visit in the FieldKo Atlas app with a name, time, visit type, and tasks.

Use this page to add a visit to your plan in the FieldKo Atlas app, even when you're offline. A visit is a planned trip to an account, with the tasks you'll do there.

## Before You Begin

* **You need permission to create visits.** If the **+** button doesn't show **Create Visit**, ask your admin to give you permission to create visits.
* **The visit date must be inside one of your active call cycles.** A call cycle is a planning period your manager sets up. See [Call Cycles](/visits/calendar#call-cycles).

## Start a New Visit

Start from either of these places:

* **The calendar or home screen:** Tap **+**, tap **Create Visit**, and then pick an account. On the calendar, you drag the account onto a day or time. See [Schedule a Visit](/visits/calendar#schedule-a-visit).
* **The map:** On the [Visit Map](/visits/map), turn on **Nearby Accounts**, tap an account, and then tap **Create Visit**.

After you pick an account, the **New Visit** screen opens.

## Enter the Visit Details

On the **New Visit** screen, check or change these fields:

| Field | Details |
| - | - |
| **Visit Name** | Filled in as `Visit - {Account}`. Up to 80 characters. |
| **Planned Start** | Defaults to your **Default Visit Start Time**, or the slot you dropped the account on. |
| **Planned End** | Defaults to your **Default Visit Duration**. Moves with the start time. |
| **Visit Type** | Appears only if your company uses [visit types](/getting-started/key-concepts). Depending on your company's setup, you can pick more than one, and it can be required. |

## Add Tasks

Under **Add Task**, choose one of these ways to add tasks:

* **Select Individual Tasks**: Under **Available Tasks**, tap the tasks you want. Tasks are grouped. Tap a group to expand it. For survey tasks, tap **+ Add Survey** to pick the survey.
* **Use Visit Template**: Choose a **Visit Template** (a ready-made set of tasks). Its tasks appear under **Template Tasks**.

If the tasks you pick add up to more time than the visit allows, the app extends **Planned End** when you save.

<Note>
  Your company might require at least one task for each visit type you choose. If you skip one, you see "Please select at least one task for each visit type: …"
</Note>

## Save the Visit

* On the **New Visit** screen, tap **Save**.

You see "Visit Created." The visit saves on your device and uploads at your next sync.

If you left follow-ups for this account with [Next Visit To Do's](/visits/notes-and-follow-ups#next-visit-to-dos), FieldKo adds those tasks to the new visit automatically.

## Leave Without Saving

If you change your mind, you can close the form without creating a visit:

1. On the **New Visit** screen, tap **Cancel**.
2. To discard the new visit, tap **Cancel Visit**. To keep editing instead, tap **Continue**.

**Cancel Visit** here closes the form without creating the visit. It doesn't affect any other visit.

## Messages You Might See

| Message | What to Do |
| - | - |
| "Invalid Visit Name." | Enter a visit name. |
| "Invalid Planned Start Or Planned End Data." | Make sure **Planned End** is after **Planned Start**. |
| "Visit type selection is required." | Choose a visit type. |
| "No Call Cycle." | Choose a date inside one of your call cycles. See [Call Cycles](/visits/calendar#call-cycles). |
| "You must enter a value in required (\*) field." | Your Salesforce user might not be set up as a sales rep in FieldKo. Ask your admin to check your user. |

## See Also

* [Plan Visits on the Calendar](/visits/calendar)
* [Check In and Complete a Visit](/visits/visit-details)
* [Add Notes and Follow-Ups](/visits/notes-and-follow-ups)
* [Key Concepts](/getting-started/key-concepts)


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