Customer Visit Add-On

The Customer Visit add-on (MageB2B_StaffCustomerVisit) adds visit planning for staff accounts, including visit creation, calendar views, and customer email links (confirm/cancel) for visits.

Installation

composer config bearer.repo.softwaresilo.io composer config repositories.softwaresilo composer https://repo.softwaresilo.io/ composer require mageb2b/staff-customervisit:* php bin/magento module:enable MageB2B_StaffCustomerVisit php bin/magento setup:upgrade php bin/magento cache:flush

Admin: Manage Visits

Admin menu:

• Staff >Staff Visits

Screenshot placeholder: Admin visit grid + visit editor

Staff Frontend: Calendar Integration

The module adds calendar-related pages for staff users (including a settings page) and can synchronize visits to external calendars.

Screenshot placeholder: Staff calendar integration settings page

Configuration

Visit Settings

Location: Stores >Configuration > MageB2B > Staff > Visit Settings

Defaults:

• Inform customer (staff/visit/inform_customer): Yes
• Allow accept invitation (staff/visit/accept_invitation): Yes
• Default visit status (staff/visit/default_status): planned
• Default visit type (staff/visit/default_visit_type): onsite
• Closest visits days range (staff/visit/closest_days_range): 30
• ICS token expiry (staff/visit/ics_token_expiry_days): 30
• Customer action link expiry (staff/visit/customer_action_link_expiry_days): 30
• Show upcoming visits in customer dashboard (staff/visit/show_upcoming_visits_in_dashboard): Yes
• Show recent visits in customer dashboard (staff/visit/show_recent_visits_in_dashboard): Yes

Calendar Integration

Location: Stores >Configuration > MageB2B > Staff > Calendar Integration

Key settings:

• Enable external calendar synchronization (staff/calendar_integration/sync_enabled)
• Provider (staff/calendar_integration/sync_provider): google or microsoft

Depending on provider, configure OAuth credentials (encrypted in Magento config):

• Google: Client ID/Secret, Redirect URI, Calendar ID
• Microsoft: Client ID/Secret, Tenant ID, Redirect URI, Calendar User ID

Emails and Templates

The module adds visit-related email templates. It also uses the global allowlist staff/email/enabled_templates.

If a visit email is not sent, verify the template is activated in:

• Stores >Configuration > MageB2B > Staff > Email settings > Activated Emails

Important template ids:

• staff_visit_created
• staff_visit_updated
• staff_visit_cancelled
• staff_visit_customer_cancelled
• staff_visit_reminder
• staff_visit_inform
• staff_visit_approve

Notes

• Customer confirm/cancel links are time-limited (see expiry settings).
• For external sync, make sure your OAuth redirect URLs match the values in Magento configuration.