In this article, we will outline the steps to register a visit in the system. You can refer to this article for instructions on configuring the visitors management app.
On the homepage, click "Visitors" and then select "Visits."
Click the "Add a Visit" button.
Fill in the first name, last name, and email address of your visitor.
If you manage more than one location, choose the location where you want to register the visit.
Specify the date and time for the visit.
Select a type from the pre-existing list you’ve created. Alternatively, create a new visit type.
Use the Instructions field to include any additional details or guidelines to be shared with the visitor.
The Private Note field allows you to include notes that will be visible only to admins.
Use the Badge field to assign a badge ID to the visitor if required.
Assign a host for the visit.
Once all the details are entered, click "Confirm."