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Your time is worth more than paperwork

Door recaps.
Fast. Easy. Done.

Spend less time remembering what happened and more time making things happen. Capture the details during your visit, then create a polished recap you can review and share.

  • Schedule visits and follow-ups
  • Dictate your notes
  • Share PDF recaps
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Built for beauty trainers and retail field teams.

Turn visit notes into share-ready recapsIllustrative example
DOOR RECAPFINALIZED

Beauty Door Recap

Date: 10-17-2026

Retailer: Example Beauty
Counter: Skincare · City Center

Prepared by: Sample Trainer
Actual visit: 10:00 AM–10:45 AM

Counter Area

Seasonal display refreshed and testers organized. Two hydration testers need replenishing.

Seasonal display
Tester station

Team Development & Alignment

Reviewed the serum routine with the counter team and captured questions for the next training visit.

Inventory & Stock Readiness

Core products checked. Replacement testers requested before the next visit.

Stock check
Product shelves
Replacement testers

Follow-up actions

Send the training recap and confirm delivery of the replacement testers.

Overall Recap

Counter presentation refreshed and team training completed. Confirm replacement tester delivery and review progress at the next visit.

Example Beauty · Visit recap1

Spend less time writing recaps. More time making an impact.

Plan your day. Get your time back.

No more spending your evenings trying to remember what happened, searching for photos, or piecing together notes. Capture important details as you go, or add them later when it's convenient. Turn your observations into organized, professional recaps that are easy to review and share.

Calendar

Schedule visits.
Track follow-ups.

Schedule your store visits, change plans when the day shifts, and keep follow-ups in view. Know where you’re going and what needs attention.

  • Schedule and reschedule visits
  • Track follow-ups by date
  • Share your calendar or export a PDF
Spend less time figuring out what’s next.
Voice dictation

Stop typing.
Start talking.

Tap the mic and speak your notes while the details are fresh. Dictate observations, captions, and follow-up details, then review the text before sharing.

  • Dictate directly into text fields
  • Keep photos and notes in context
  • Review and edit your transcript
Keep your attention on the visit.
AI insightsPlanned

Get insights
with AI.

Planned AI tools will help you spot recurring themes in your visit notes and identify points to explore at your next door.

AI insights are not available yet. Your notes, follow-ups, and recap tools are ready to use today.
Make more of what you already capture.

Dictation availability depends on your device and speech service. Internet may be required.

From planning to follow-through

Every visit matters. Don't let the details get lost.

A beauty field professional using her phone beside a cosmetics display in a beauty store

Stay organized, capture what matters, and create consistent store recaps without adding more work to your day.

01

Plan your week. Walk in prepared.

Organize your store visits in advance so you know where you're going and what needs your attention. Keep your priorities and follow-ups in one place.

02

Never miss what matters.

Customize your visit sections and know exactly what details to capture. Keep every visit and recap consistent.

03

Capture the moment. Recap your way.

No more relying on memory. Take photos and notes during your visit, or add them from your phone later. Work in the way that suits you.

04

Never lose track of what comes next.

Turn observations into action. Keep track of outstanding tasks and follow-ups so nothing falls through the cracks between visits.

Your visits, your workspace

Made for the field.
Safe and secure.

Our privacy promise ↗

Your mobile records are encrypted on your device and protected by Face ID or fingerprint unlock. Keep the details of your day close, wherever the next visit takes you.

Organize your notes, review your findings, and share a polished recap when you're ready.

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