How does Customer visits work in Jimani?

Answer

With Customer visits you schedule visits by your employees at the customer's home, such as taking measurements, advice or installation. You see the schedule per employee, your employee has a day overview on their phone, and on the POS you see the visits and create the quote or order after the visit.

Where to find it

Menu > Customer visits (/Klantbezoeken); Settings > Guests and bookings > Customer visits (/Klantbezoeken/Instellingen)

Explanation

Customer visits is an add-on of €10 per month; Online booking (Customer visits) is an option on top of it for €10 per month. The employees, working hours, breaks and days off are the same as in Salon.

Buttons and settings

Name	What it does	When to use it	Note
New visit	Opens the window with Customer, Visit address and Type, employee and time	A customer wants a home visit	Only times at which the visit plus travel time fits into the schedule
Day overview	Opens My visits: an employee's visits in order	On the employee's phone or handheld	Without a choice, the employee with your email address
Route	Opens Google Maps with the visit address	On the way to the customer	-
Call	Calls the customer's phone number	To let them know you are running late	Grey if there is no number
Completed	Sets the visit to Completed	After the visit	-
Customer not home	Sets the visit to Customer not home	Nobody opens the door	The time stays occupied
Rescheduled	Sets the visit to Rescheduled and frees up the time	The visit has to move to another day	Then choose a new day and time in the schedule
Create quote or order	Opens the POS with the customer and the visit address on the receipt	After the visit, for the quote or order	The visit address goes into the receipt note
Visit types	Name, Duration (minutes), Price or call-out fee, Travel time before and Travel time after, Employees, Bookable online, Active	When setting up	Travel time 30 minutes by default
Service area	Postcodes and ranges you travel to	When setting up	Empty = everywhere
Book online	The Link to the widget and the Code for your website	Letting customers schedule themselves	Only with Online booking (Customer visits) on

Messages

Message	What it means	What you do
This address is outside your service area. You can still save.	The postcode is not in your service area	Save if you are going anyway, or choose another address
This time is no longer available. Choose another time.	Someone else has just scheduled that time	Choose another time
No free time on this day. Choose another day or staff member.	On that day the visit with travel time fits nowhere	Choose another day or employee
Enter the visit address: postcode, house number, street and city.	The visit address is incomplete	Complete the address

On the POS

under Other and in the header bar of the POS you find Customer visits with today's visits and those of the coming days. Choose Create quote or order: the customer and the visit address are at the top of the receipt. After payment the receipt belongs to the visit.

Keywords: customer visits, schedule, day overview, travel time, service area, taking measurements, technician, POS

Last checked: 2026-10-16

Translated from the Dutch knowledge base; the Dutch version is leading.