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Visitor Management: How to register, check-in/out the visitor or cancel their visit.

This article explains how to register and check-in/out the visitor or cancel their visit.

Jump to:

1. How to register a visitor

2. How to check-in/check-out the visitor or cancel their visit

1. How to register a visitor

a) Register a visitor manually

To register a visitor manually, go to Visitor Management → Dashboard → Add visitor. You can search for an existing contact from your address book or click the “New contact” button, fill in the visitor details, and save. 

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If you register a contact that already exists in your address book, their details will appear in the visitor dashboard. If you register a new contact, their details will appear in the visitor dashboard and they will be added to the address book.

b) Auto pre-registration for bookings

Another way is having visitors pre-registered for a booking. To do so, you first have to activate this option at Visitor Management → Settings → Auto-pre registration for bookings

Once you activate this option, a new “Pre-registered for” field will appear. You will need to choose the space type (desk, meeting room etc.) that this setting will be active for (mandatory action).

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For example, if you activate it for "Desks”, the bookers of desks will appear in the Visitor Management dashboard.

2. How to check-in/check-out the visitor or cancel their visit

Once the visitor is registered, you can check them in or out by editing their status column in the Visitor Dashboard. Here you can also cancel their visit, if needed.

dashboard statuses-1

Once you check someone out or cancel the visit, it is not possible to get back to the previous status.