Clients & Visits 

Clients & Visits helps manage all your customer interactions and track employee visits efficiently. Both admins and employees can easily create and view client details. Employees can efficiently log client visits, which admins can then review.

CREATION OF CLIENTS  #

STEPS FOR CREATE CLIENTS IN THE ADMIN PANEL  #

1. Go to Open Core HR panel, under “Operations”> Select “Clients & Visits” option. 

2. Select “Clients”. 

3. Click “Create New” option in the top right corner. 

4. Enter the basic details 

• Enter the name of client 

• Enter the address, city and radius respectively 

5. Enter the personal details 

• Enter the phone number 

• Enter email ID 

• Add contact person name 

• Add remarks 

• Add location with location picker. 

6. Then Click the “Create” button. 

7. The client created successfully 

STEPS FOR CREATE CLIENTS IN THE EMPLOYEE APP  #

1. Login to Employee app, Click “Clients” section 

2. Select “Add Client” option in the down right corner. 

3. Enter the following details: 

• Enter the name of the client 

• Enter email ID 

• Add phone number 

• Enter contact person 

• Add Address and city 

• Add remarks 

4. Then Click the “Submit” button. 

5. The client created successfully 

STEPS TO ADD A VISIT   #

1. Login to Employee app, Click “Visit History” section 

2. Select “Create” option in the down right corner. 

3. Enter the following details: 

• Select the client 

• Upload an image 

• Add remark 

4. Then Click the “Submit” button. 

5. The visit added successfully