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How to Quick Add a Visitor

This guide is to walk the reader through quickly adding a visitor.




  1. In the Visitor module, ensure you are on the Dashboard.

      

  2. Click the Quick Add Visitor button at the top of the page.

      

  3. An overlay page will appear. You change the name of the event by clicking the pencil icon next to the Name field.

      

  4. Next change the person type visiting by selecting Visitor or Contractor.


  5. Enter the visitor’s First Name and Surname.

      

  6. You may also complete the optional fields: Email, Company, Allergy Information or Vehicle Registration.

      

  7. When you have finished entering the visitor details, click Next.

      

  8. Select the staff member the visitor is meeting. You can do this by scrolling through the dropdown list or by clicking the magnifying glass icon to search for a staff member. This is done by the Visiting field.

      

  9. Choose the Visit Type from the dropdown. This selection determines the pass design and workflow the visitor will see use and see.

      

  10. Optionally, add a Note to the visit. This can include any relevant information.

      

  11. Click Next to proceed.

      

  12. You will now see a page with three options. Select the desired option by clicking its icon. The selected option will display a tick in the box below the icon:

      
    1. Sign In – Signs in the visitor.
    2. Take Photo – If a webcam is connected, you can take a photo of the visitor for their pass.
    3. Print Pass – Prints a pass for the visitor.
  13. After choosing the required actions, click Submit to save the visit. N.b. Any visitor signed in via this method will have their pass valid until midnight of the same day.