Client meeting check-ins

Know your team was with the client, not just late to the office.

Field staff check in at client meetings with GPS, every visit is judged against the client’s pinned location, and the client can confirm it happened.

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Judged against client pins Client confirms by email or SMS Beside the day’s attendance
01Check in at the client
02Meet
03Check out with outcome
04Client confirms
05HR reviews
THE FOUNDATION

Field Visits workflows that stay connected.

Field staff check in at client meetings with GPS, every visit is judged against the client’s pinned location, and the client can confirm it happened.

A light client directory

Each client carries a contact and a pinned location with its own radius. Staff can add one at the door; HR confirms the pin before it verifies anything.

Verdicts, not refusals

A check-in is never blocked for being far away. It is recorded and marked verified, unverified or flagged — the meeting is always logged and the judgement stays honest.

The client has the last word

GPS says where the phone was. An optional email or SMS asks the customer whether the meeting happened — an answer no device can fake.

TWO WITNESSES

GPS says the phone was there. The client says the meeting happened.

A check-in is judged against the client’s pinned location the moment it lands. After check-out, the client gets a twenty-second page — no login, no app — asking whether the meeting took place. Two independent answers, kept side by side.

A client’s “No” marks the visit disputed and gives it its own filter in review. The rating rides along; the confirmation is the point.

Visit recordAcme Traders · Thu 20 Aug
Check-in
09:12 · Verified62 m from the client pin, inside its 200 m radius.
Check-out
10:05 · 53 minOutcome: successful. Shown beside that day’s 10:41 office clock-in.
Client reply

“Did this meeting take place?”

Yes★★★★☆“Great meeting, thanks for coming on time.”
BUILT FOR CONTROL

Details that make field visits dependable.

01

GPS check-in and check-out

Arrival and departure are both recorded, with the distance from the client’s pin and the accuracy of the fix.

02

Client-pin verification

Every reading is judged against the client’s confirmed location — verified, unverified or flagged, with the reason kept.

03

Client confirmation by email or SMS

After check-out the customer gets a twenty-second page: did the meeting happen, and how was it? Disputes get their own filter.

04

Quick-add at the door

Staff can create a client on the spot; the first clean reading pins it provisionally for HR to confirm.

05

Beside the day’s attendance

Each visit shows next to that day’s office clock-in, so a late arrival after a client meeting explains itself.

06

Optional site photo

Where enabled, a photo taken at check-in travels with the visit — off by default, one switch to turn on.

CONTROL SURFACE

Field Visits controls keep client meetings honest.

Every view stays structured and reviewable — nothing hides behind a tab.

Verification

How a visit is judged

Inside a confirmed client pin it is verified; outside it, or on a vague signal, it is flagged — never silently accepted.

  • VerifiedIn radius
  • FlaggedOut of range
  • UnverifiedNo pin yet

Feedback

The client’s confirmation

An email or SMS asks the client to confirm the visit and rate it. One ask per client per day, and every link expires.

  • ChannelsEmail · SMS
  • Expiry7 days
  • Opt-outHonoured

Enrolment

Who can log visits

Only employees HR enrols as field staff see the page at all.

  • EnrolledCan check in
  • OthersNever see it
  • ChangeAny time

Review

What HR sees

Visits on a list and a map, next to the day’s office clock-in, with disputes called out.

  • MapColour = verdict
  • DisputedOwn filter
  • ExportCSV
CONNECTED BY DESIGN

Field Visits works with the rest of HRM.

  • GPS Attendance
  • Attendance Tracking
  • Employee Self-Service
  • Email Templates
COMMON QUESTIONS

What HR teams usually ask about field visits.

A phone’s position can be spoofed with enough effort — which is why a visit is judged against the client’s confirmed pin and, where enabled, the client themselves is asked. A customer’s “the meeting never happened” outranks any coordinate.

No. Visits never write attendance. They sit beside the day’s record as evidence, and HR still decides what a late arrival means.

The first clean check-in pins the client provisionally and the visit is marked unverified. Once HR confirms the pin, later visits are judged against it — history is never rewritten.

At most one request per client per day, links expire after seven days, and every message carries an opt-out that is honoured permanently.

Field Visits ships with GPS Attendance on the Enterprise plan — one flag covers both.

Operentra HRM / Field Visits

See how field visits fits your HR operation.

Map your current workflow to the right HRM setup, permissions and rollout plan.