Build your schedule of customer visits for a given day, so they show up on
your agenda ready to start.

## Before you start

- You need the **`visits:visits:planning/*`** permissions (create, edit,
  and related planning scopes).
- You can only plan for **today or a future date** — past dates are not
  allowed.
- You can have only **one plan per day**.
- Once a day's date has passed, that plan is locked — no more edits, status
  changes, or deletion.

## Steps

1. Open **visit planning**.
2. Pick the date (today or later). You are the default assignee for your
   own plan.
3. Add customers — up to 100 per plan. For each one you can optionally set a
   visit template and a time of day. As you add customers, the screen shows
   whether each one is Allowed, gives a Warning, or is Not allowed, based on
   your workspace's re-visit rules.
4. Save.
5. If you hold both the planning approve and edit permissions, your plan is
   approved automatically. Otherwise, a manager needs to approve it before
   the visits appear as plans you can start.

## What can go wrong

**A customer shows "Not allowed."** Your workspace enforces a minimum number
of days between visits to the same customer, and this customer was visited
too recently. You cannot save the plan with that customer included while
blocked.

**Your plan is stuck awaiting approval.** If you don't hold the planning
approve permission yourself, someone with that permission needs to approve
your plan before its visits appear as start-able plans on your agenda.

**You can't edit a plan for a date that's already passed.** Once the date is
in the past, the plan locks completely — you cannot add, remove, or replace
customers on it anymore.

**A recorded visit won't come off the plan.** If you've already recorded
one of the plan's visits, removing that customer's slot is blocked — you can
only remove customers whose visits haven't happened yet.

## Related

- [Start a planned visit](/field-app/start-a-planned-visit/)
- [Optimize your route](/field-app/optimize-your-route/)