How to Create Visit Frequency Rules for Different Visit Types

Visit frequency rules help manage how often clients can access different types of visits. This guide provides an overview of how to set up visit frequency rules in your Admin Dashboard Interface.

Overview of Visit Frequency Rules

Visit frequency rules define how often clients are allowed to visit based on the type of visit. For detailed definitions of visit frequency rules, refer to the relevant section in the knowledge base.

Steps to Create Visit Frequency Rules

1. Access the Admin Portal

1. Log In:
   • Ensure you are logged into your admin portal.
2. Navigate to Setup:
   • Click on the Setup button to access configuration options.

2. Create a New Visit Frequency Rule

1. Go to Visit Frequency Rules:
   • In the Setup menu, select Visit Frequency Rules.
2. Add a New Rule:
   • Click on Create New Rule to begin setting up your visit frequency rule.
3. Define the Rule:
   • Name the Rule: Enter a descriptive name for the rule. For example, "Online Clothing Visit Frequency."
   • Client Status: If you do not want to tie the rule to specific client statuses, leave this as All.
   • Visit Type: Select the specific visit type for which this rule applies. For instance, choose Online Clothing Visit.
   • Frequency: Specify how often clients are allowed to visit. For example, set it to Once every 3 months for online clothing visits.
4. Customize Violation Message:
   • Edit the default violation message to clearly communicate the rule. For example, you might use: "This visit will violate the Online Clothing Visit Frequency Rule!"
5. Save the Rule:
   • Click Save and Exit to apply your new visit frequency rule.

3. Create Additional Rules

1. Add Another Rule:
   • Repeat the process to create a new rule for another visit type. For example, create a rule for Online Food Visits.
2. Define the New Rule:
   • Name the Rule: Enter a name like "Online Food Visit Frequency."
   • Client Status: Leave this as All if applicable.
   • Visit Type: Select Online Food Visit.
   • Frequency: Set the frequency for this visit type, such as Once every 1 week.
3. Customize Violation Message:
   • Edit the violation message to reflect the new rule, such as: "This visit will violate the Online Food Visit Frequency Rule."
4. Save the New Rule:
   • Click Save and Exit to finalize the new visit frequency rule.

Tips for Managing Visit Frequency Rules

• Be Specific: Ensure that the visit frequency rules are clearly defined and specific to each visit type.
• Review Regularly: Regularly review and update visit frequency rules as needed to ensure they align with your current requirements.
• Test Rules: Verify that the rules are applied correctly and that violation messages clearly communicate the frequency violation to users.

By following these steps, you can effectively manage visit frequency rules for different types of visits, helping to maintain proper scheduling and compliance. For additional help or questions, consult your system's documentation or contact support@pantrysoft.com.