The
Dashboard shows the latest visitor activity in your account, as well as statistics of all visitor activity for the last 30 days and the busiest hosts for the last 90 days.
Registering visitors
On the Dashboard, you can register a visitor manually by clicking the green
Register Visitor
button in the top right corner of the Dashboard. This gives you the option to sign in a visitor, or to invite a visitor to a meeting.
Sign in Visitor
Select this option if you would like to manually sign in a visitor on the Dashboard without using a kiosk. This will open the following form:
1. In case your environment has multiple sites, select the site.
2. Visitor Type, Host, and Full name are in the form by default and are mandatory to be filled in.
3. When signing in visitors on the dashboard, you can select whether or not you’d like a host to be notified about this visit. Check
Notify Host to send an email notification about this visit. If this option is unchecked, no email notifiation will be sent out.
4. Other fields are custom ones. Please refer to this article to the
Configuring Personalization article on how to add custom data fields to your account.
Note: If you sign in a visitor like that, there will be no photo taken or legal documents signed for the visitor record in the log.
Invite Visitor
To invite a guest to the event, select
Invite Visitor from the drop-down. To find out more about this option, please refer to this article
Configuring Events.
Expected Today Visitors Section
The
Expected today section
lists pre-registered visitors for the day.
By clicking on
, you can:
1. Sign in a pre-registered visitor. The visitor's name moves to the
Signed In Visitors section
of the Dashboard after that.
2. Download documents signed during pre-registration online, click on
Download legal documents
.
3. To add a note, click on
This note will then appear in the
Notes column.
4. By clicking on
Expected Today, you will be able to select the list of guests who are expected to come on the current day, the current week, or the following week.
Signed in Visitors Section
The
Signed in Visitors section lists all visitors who have signed in today. You can perform a variety of functions for such visitors, depending on your permissions. Click
and do one of the following:
- add or edit notes in the visitor's record (click )
- invite them to a meeting
- edit visitor details. Here you can edit or add missing data: