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.
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(s) (desk, meeting room etc.) that this setting will be active for (mandatory action).
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.
Keep in mind that Visitor Management (VM) check-in/check-out is separate from booking check-in/check-out – VM check-in/check-out refers to arrival and departure at the location where the visit takes place.
For example, if you have multiple bookings in a day, you will only perform one VM check-in, which happens when you arrive at the building.