Registering Visitors
  • 12 Aug 2022
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Registering Visitors

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You can add visitors from the Admin Panel. Customers can also register their own visitors via the Members Portal, unless you disabled the feature.

Register Visitors from the Admin Panel

If you have any visitor limits set up through plan limits, you won't be able to override them from the Admin Panel.

This means that if a customer selected alreay reached their visitors limit, you won't be able to register more visitors for them.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Register visitor.

  3. Fill out the Visitor details section with the visitor's name, email, phone number and company.

  4. Select the customer hosting the visitor in the Host drop-down list.

All visitors must have a designated host who can be a member, a contact or an admin with a customer account.
  1. Select the date and time when the visitor is expected in the Expected arrival field.

  2. Click the Save Changes button.

The visitor now appears in the Visitors list.

Register Visitors from the Members Portal

Customers are also able to register their own visitors through their Members Portal account.

  1. Log in to the Members Portal.

  2. Click Settings > My account > My Visitors.

  3. Fill out the Register a visitor form.

  4. Click the Register visitor button.

The new visitor now appears above the form.

Visitors_MPForm.png


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