The Visitors section covers the full visitor journey - from creating or inviting a visitor, through self-service registration, to arrival, departure and record management.
Getting visitors into the system
- Add Visitor - register a walk-in visitor manually
- Invite Visitor - schedule a visit and share the pass ahead of arrival
- Visitor Registration - share the self-registration link or QR code and process requests
- Visitor Self-Registration - what visitors see when they register themselves
- Group Pre-Registration - one leader registers a whole group
During the visit
- Check-in and Check-out - the visit lifecycle from arrival to departure
- Visit Passes - the credential the visitor presents at the checkpoint
Managing records
- Edit Visitor - update a visitor’s details, photo and documents
- Delete Visitor - permanently remove a visitor
Table of contents
- Add Visitor
- Invite Visitor
- Visitor Registration
- Edit Visitor
- Delete Visitor
- Visitor Self-Registration
- Group Pre-Registration
- Check-in and Check-out
- Visit Passes
- Managing Group Registrations (Admin)
- Host Approval
- Watchlist
- Documents on a Visitor
- Approval Workflow
- Walk-in Registration and Check-in
- Supporting Documents
- Quick Check-out and Card Return
- Reception Host Approval