> ## Documentation Index
> Fetch the complete documentation index at: https://support.parker.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Check in, and log visits and calls

> Check in at a site by sharing your location, then log the visit or a call in a few taps. Parker saves it to Salesforce when you confirm.

Log where you've been and what happened without opening Salesforce. Each of these is turned on per workspace, so if one doesn't work for you, ask your Parker admin.

## Check in at a site

**1. Tell Parker where you are**

Send "check in", or "I'm at Northside Café". Parker asks you to share your location.

**2. Share your location**

Tap to share your current location in the Parker app. Parker uses it once to find nearby accounts and doesn't keep it.

**3. Pick the account**

Parker lists the accounts you can see within about 3 km, from the addresses it has already placed on the map. Pick the one you're at.

Check-in works where Parker places your records: Australian addresses fully, and United States addresses partly. Elsewhere, Parker says it can't find nearby accounts yet; name the account instead. See [How Parker finds locations](https://support.parker.work/maps/how-locations-work.md).

**4. Log the visit**

Select **Log a visit**. Say how it went, add any notes, and a follow-up date if you need one. Parker shows the visit as a card. Select **Confirm** to save it as an activity on the account.

A location someone forwarded to you doesn't check you in. Share your own.

![The rep sends check in. Parker asks for a location with a Send location button, and says the exact location is used once and isn't kept.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/check-in-location.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=6cf60ddd2f9c61c6debf0ee5876f34ef)

Send check in, then share your location.

![A Nearby accounts list: Northside Café 0.1 km, Kings Road Depot 0.8 km, and Northgate School 1.2 km, with Northside Café selected.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/check-in-nearby.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=5c92d7a4489cf62eb6203fb0f94ea314)

Pick the account you're at.

![Parker shows Northside Café with its last visit, the rep taps Log a visit, and Parker shows a visit card with Confirm, Edit, and Cancel.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/check-in-log-visit.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=2123642c5542737c0cbf159b629f182f)

Log the visit, then Confirm.

## Log a visit without checking in

Send "log a visit". Parker asks which account, how it went, any notes, and a follow-up date, then shows the card to confirm.

Or say it all at once in a voice note as you leave: "Visit at Northside Café done, machine serviced, they want a quote for a second one, follow up Friday." Parker picks out the account, outcome, notes, and follow-up, and asks only for what's missing. See [Send a voice note](https://support.parker.work/mobile/voice-notes.md).

## Log a call

Send "log a call". Parker asks who you spoke to, how it went, your notes, and whether you need a follow-up. Then it shows the card to confirm.

![The rep sends log a call. Parker asks who they spoke to, how it went, any notes, and whether they want a follow-up.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/log-call-questions.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=bb4de396cfb48044d638a4049964d855)

Parker asks one short question at a time.

![A call card for Ana Ruiz at Northside Café with the date, outcome, notes, and a follow-up call on Tue 28 Oct, with Confirm, Edit, and Cancel.](https://mintcdn.com/fieldko/Eyf42Pdfdl2tz5dt/images/phone/log-call-confirm.png?fit=max\&auto=format\&n=Eyf42Pdfdl2tz5dt\&q=85\&s=e749ec9742f5a0c5a6dc60b88a2c1b70)

Then it shows the call to confirm.

## Log a meeting when Parker nudges you

If you turn it on, Parker can message you 10 to 30 minutes after a meeting on your calendar: "You just met Northside Café. Log it?" Tap to log it in a few answers, or ignore it.

Turn this on in the web app, under **Settings** > **Channels** > **Updates from Parker**. See [Briefs and updates](https://support.parker.work/mobile/briefs-and-updates.md).

![Parker asks: You just met Northside Café. Log it? The rep taps Log a visit, and Parker shows a visit card with Confirm, Edit, and Cancel.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/meeting-nudge.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=c364a96ddf74c24a658524d3c6b49b86)

A nudge after a meeting. Log it in a tap, or select Not now.

> [!NOTE]
>
> **Nothing is saved until you confirm.**
>
> Before Parker creates or changes a Salesforce record, it shows the change field by field. Nothing is written until you select **Confirm**. In the Parker app the card offers **Confirm**, **Edit**, and **Cancel**. In the web app it offers **Confirm** and **Reject**.
>
> See [How Parker acts on your behalf](https://support.parker.work/get-started/how-parker-acts.md).

## About forms

For visits and calls, Parker may send a short form instead of asking one question at a time. Fill it in and submit it. Submitting a form never saves on its own: Parker shows a card for you to confirm.

If a form doesn't open, Parker carries on in the chat instead.

## Still need help?

Check [Troubleshooting](https://support.parker.work/reference/troubleshooting.md) for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, [contact support](https://support.parker.work/reference/contact-support.md).

## Related

> [card] [Find records near a place](https://support.parker.work/maps/overview.md)
>
> Ask which accounts are nearby.

> [card] [Briefs and updates](https://support.parker.work/mobile/briefs-and-updates.md)
>
> Choose what Parker sends you first.


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