Modifying visit events in ClearID - ClearID

From time to time, you might want to modify a visit event to change the event details, or to add or remove visitors or hosts. Updating the visit event details ensures that your visitors are always kept up to date following any changes to an upcoming event.

1. Click Dashboard > Visits.
2. (Optional) If the list is long, use the drop-down menus and column filters to refine the results.

   Name

   Enter a search criteria to search for the visit event by name.

   Status

   Select one or more status filters to search for the visit event using the event status.

   Site

   Start typing to find a site or select a site from the Site list.

   Date

   In the Date column, use the ascending () or descending () controls to adjust the order of the results.

3. Click a visit event and review the event details to verify it is the event that you want to modify.
4. Click Edit event.
   
5. Modify one or more of the following as required:
   1. In the Name field, modify the name.¹
   2. In the Event date and time section, modify the start or end date and time.¹
   3. In the Event information section, modify the parking location, host meetup location, or notes.¹
      Visit event Visit reason modifications do not trigger any approval notifications because the reason has no impact on visitors attending the event.
   4. In the Visitors section, add, modify, or remove visitors.
      Any changes to visitors are assessed again to verify any watchlist screening criteria.
   5. In the Hosts section, add, modify, or remove hosts.
      NOTE: ¹Modifying the Name, Event date and time, or Event information does not trigger re-approval (if approvals are applicable).
6. Click Save to confirm your changes.