Registering Visitors
  • 29 Jan 2024
  • 1 Minute to read

Registering Visitors

Article summary

You can register visitors for your customers on the Admin Panel. Customers can also register their own visitors on the Members Portal, unless you disable that option for them.

Register visitors on 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 reached their visitor limit, even a full unrestricted admin won't be able to register more visitors for them.

  1. Log in to if you aren't already.

  2. Click on 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.

Hosts are optional and can be a member, a contact, or an admin with a customer profile.
  1. Toggle on Check-in now to check the visitor in as you register them.

  2. Select the date and time when the visitor is expected in the Expected arrival field.

  3. Click the Save Changes button.

The visitor now appears in the Visitors list.

Register visitors on the Members Portal

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

  1. Log in to the Members Portal.

  2. Click Settings > My account > My Visitors.

  3. Fill out the Register a visitor form.

  4. Click on Register Visitor.

The new visitor now appears above the form.


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