Custom visit states

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Custom visit states let you model stages beyond the defaults so reps and managers see clearer progress in the Visit list and Calendar. States are selected from the visit detail layout when your configuration exposes them. Built-in check-in and end-visit controls may still drive certain transitions when you start or finish a visit.

JSON example:

"Visits": {
  "VisitListStatuses": [
    { "StatusName": "Not Started", "StatusColourHexCode": "#FFFFFF" },
    { "StatusName": "In Progress" },
    { "StatusName": "Completed" }
  ]
}