Help: All About Visit Diary

<h2>Viewing Visit Diaries</h2> <p>There are two ways to view your visit diary entries: week view and individual visit diary entry. <strong>Week view</strong> is the default, the one you will get if you click "Visit Diary" in the left hand menu. It automatically provides all of the current calendar week's visit diary entries. This allows you to quickly see which appointments you have filled out an entry for. <strong>Individual view</strong> provides all details related to the visit. You can view an individual visit diary entry by clicking on any visit diary that appears in the week view. The individual visit diary entry view provides all pertinent details of a visit and excludes anything you did not fill in.</p> <p>Additionally, the week view provides a text field/calendar for navigating to other date ranges. You can either type a date (conforming to a "YYYY-MM-DD" format) or click on the calendar icon to the right of the date box and select the desired target date with your mouse.</p> <br /> <h2>Adding/Editing A Visit Diary Entry</h2> <p>A visit diary entry represents all the details pertaining to how a pet sitting appointment went. They include:<br /> <ul> <li><strong>Appointment</strong> - The appointment you are creating the visit diary entry for. There's nothing to fill in here, as the appointment information is pulled automatically when you click the "Add Visit Diary Entry" link in the appointment.</li> <li><strong>Miles To Appointment</strong> - The business-related distance you traveled to the appointment. This is useful when filling out taxes as you can write off some/all of your mileage. A small text field is provided that you can enter a decimal number into.</li> <li><strong>Miles From Appointment</strong> - The business-related distance you traveled from the appointment. This is useful when filling out taxes as you can write off some/all of your mileage. A small text field is provided that you can enter a decimal number into.</li> <li><strong>Client Notes</strong> - Information you'd like to pass on to the client about how the visit went. This is used to generate the "Client Diary" report. A large text area is provided.</li> <li><strong>Personal Notes</strong> - Information you'd like to record for yourself about the visit. This is private information (not shared with the client). A large text area is provided.</li> <li><strong>Paid</strong> - To record whether payment was received or not. A checkbox is provide to indicate if you were paid.</li> <li><strong>Start Time</strong> - Record what time you actually started the visit. This is for record keeping purposes. Two text fields for hours and minutes plus a dropdown for AM/PM are provided.</li> <li><strong>End Time</strong> - Record what time you actually finished the visit. This is for record keeping purposes. Two text fields for hours and minutes plus a dropdown for AM/PM are provided.</li> </ul> <br /> Once all of the required fields have valid data, you simply click the "Save" button. The visit diary entry will be stored and you will be presented with the individual visit diary entry view including all of the items you filled in.</p>