Set up a travel visit service (home-visit safety)

Mark a 1-on-1 service as taking place at the client's home to turn on check-in/check-out and automatic overdue alerts, and ask your practitioners to add an emergency contact.

Prerequisites

  • Feature: Appointments must be enabled in Settings → Features.
  • An appointment type for the service your practitioner performs at the client's home.

• Role: Owner or Manager

1

Mark the service as a travel visit

On the appointment type your practitioner travels for (Appointments → Appointment Types → Edit), set "Where does this happen?" to "At the client's preferred location". That covers a home, an office, a hotel room — anywhere the client names; they type the exact address when they book, and nothing in the booking screens tells them it has to be a home. Once saved, bookings for that service show "Check in" and "Check out" on the practitioner's My Appointments page — that's what puts the visit under the safety watch (see "Check in and out of a home visit"). Services without this turned on are unaffected.

2

Adjust the timing if needed

Each home-visit service has two timers: how long after the scheduled end to nudge the practitioner to check out, and how long after that to alert you. Both default to 15 minutes, so you're alerted 30 minutes after the appointment was due to finish. Adjust them on the same edit screen if a service typically runs long.

3

Ask practitioners to add their emergency contact

Before a practitioner's first home visit, ask them to open My Profile in the instructor portal and fill in "Emergency contact" (name, phone, relationship) at the bottom of the form. It only ever surfaces to you if they're overdue checking out — it's the fastest way to reach someone who doesn't pick up.

Tips
  • The address and phone a safety alert shows come straight from the booking, not the client's current profile — the client enters both when booking a travel visit, and that snapshot never changes even if they later update their profile. See "Require a card and screen new clients for a travel visit service" for where that's collected.
  • You can also require a card on file before a travel booking is allowed, insert a first-visit Intake for new clients, and block new clients from booking their first visit late at night — none of that is on by default. See "Require a card and screen new clients for a travel visit service" to turn each on.
  • An emergency contact is optional per practitioner, but strongly recommended for anyone doing home visits — it's the one piece of information you can't get quickly any other way if they stop answering.
  • See "Respond to a home-visit safety alert" for what happens once the timers run out, and "Check in and out of a home visit" for what your practitioners see on their side.