Logging a Visit

Click "Log a Visit" in the top nav, then search for the client by name, phone, or email (or scan their QR ID card, if your org uses those). Once you've picked the client, fill in what they received and save.

Notes are hidden from the volunteer role specifically — staff and admins see it. This is intentional, not a bug.

Your organization may have a visit frequency limit turned on (for example, one visit per household per month). If a client is within that window, the app will tell you when they're next eligible instead of letting the visit through. An admin can adjust this under Settings → Visit Frequency.

A Pro-plan feature. If your org has it configured (Settings → Feeding Calculator), it suggests how much food to give based on the number and size of a client's pets, using default bag weights your admin sets up (Settings → Bag Weights) — so portions stay consistent no matter who's logging the visit.

Yes. An admin can add your own items under Settings → Visits → Custom misc items: type a name, choose whether it's for dogs, cats, or both, and click Add. Each one shows up as an extra checkbox in the Dog misc or Cat misc section when logging a visit, right next to Toys, Treats, and Misc, and is counted in Reports under Misc Items Given. Use "Turn off" to hide an item you've stopped giving out ("Turn on" brings it back), or "Remove" to delete it. Either way, visits already logged with that item keep it, and it still counts in Reports.

Yes. Under Settings → Visits, turn off "Show Dog misc items" or "Show Cat misc items." That only hides the built-in Toys, Treats, and Misc checkboxes. Any custom items you've added still show while they're turned on.

A Pro-plan feature. If your organization operates more than one physical site, an admin can set up Locations under Settings. Each location can be restricted to certain visit types (e.g. a location that's only ever used for mobile distributions). If your org only has one location — or none configured — you won't see this field at all.