If a visitor returns to your site, you can check in the visitor without having to
re-enter their information, because all checked-out visitors are saved in the
database.
What you should know
If the visitor was previously assigned a credential, you must assign a new
credential after the visitor is checked in.
Procedure
-
In the Visitor management task, click
New ().
-
At the top of the dialog box, enter the visitor’s first name or last
name.
If a match is found in the visitor database, a green button showing the number
of potential matches appears (
).
-
Click the green button.
A Visitors dialog box opens, listing all
potential matches found in the database.
-
(Optional) To filter the visitor list, do one of the following:
- Type a visitor’s first name or last name, and then click
Search.
- Select the visitor’s check-in, expiration, or expected arrival date, and
then click Search.
- Click Click to edit, select a visitor custom
field, click OK, and then click
Search.
-
Select a visitor, and then click Select.
The information of the selected visitor is loaded into the visitor
dialog box.
-
Modify the visitor information as needed, and then do one of the
following:
- To pre-register a visitor to be checked in later, click
Save.
- To check in the visitor immediately, click Save and check
in ().
After you finish
If the visitor requires a credential,
assign one.