Visitors Page
Learn how to manage visitors in Visitor Management.
District Admins, Building Admins and Staff Users can interact with the Visitors page to view All Visitors, Scheduled Visits. Frequent Visitors, Blocklisted Visitors and Visit History. To access the Visitors page, follow the below steps:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- Navigate to the Visitors Page by clicking the person icon on the side navigation menu
All Visitors
On this tab, users can see and use the below functionality:
- View all visitors to the current building
- Toggle between a Card view or Table view of visitors
- Search for visitors throughout the district, including those that did and did not visit the current building
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Check in and out any visitors -
- Click here for more details on Staff-Assisted Visitor Check-in functionality
- Click here for more details on Staff-Assisted Visitor Check-out functionality
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Delete a Visitor (District Admins only) -
- From the card view of the page – click on the ellipsis on the bottom right of the needed Visitor card and select Delete Visitor
- From the table view of the page – click on the ellipsis on the right column of the row for the needed visitor and select Delete Visitor
- Note: Once a visitor is deleted, their profile will no longer display, but their visitor history will remain accessible and can be shown in any needed reports.
- Note: Once a visitor is deleted, their profile will no longer display, but their visitor history will remain accessible and can be shown in any needed reports.
- From the card view of the page – click on the ellipsis on the bottom right of the needed Visitor card and select Delete Visitor
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Bulk Actions (available on the Table view only) -
- Users are able to search for and select multiple visitors in the current building to Send a Mobile App Invitation
- Search for and select the needed visitors by checking the checkbox to the left of the Visitor Name column
- Once at least two visitors are selected, the Bulk Actions button on the top right of the table will enable
- Once all visitors are selected, click on Bulk Actions → Send Mobile App Invitation
- Mobile App invitations can only be sent to visitors with an existing Visitor Profile and a mobile number added to their profile. To confirm that a mobile number has been added to the Visitor Profile, confirm that Added is displayed in the Mobile Number column on the table.
- Users are able to search for and select multiple visitors in the current building to Send a Mobile App Invitation
Scheduled Visits
On this tab, users can see and use the below functionality:
- View upcoming visitor visits that were scheduled via the mobile app
- View:
- Visitor Name
- Date and time of upcoming visit
- Who they are visiting (if the visitor selected this as part of setting up their scheduled visit).
- Visit Reason
- Building
Frequent Visitors
On this tab, users can see and use the below functionality:
- View all frequent visitors to the current building
- Toggle between a Card view or Table view of visitors
- Check in and out any visitors -
- Click here for more details on Staff-Assisted Visitor Check-in functionality
- Click here for more details on Staff-Assisted Visitor Check-out functionality
Blocklisted
On this tab, users can see and use the below functionality:
- View all visitors that are blocked from entering the building
- Note: Once a visitor is added to the blocklist, they are blocked from visiting any building in the district.
- Ability to add a visitor or multiple visitors at a time to the blocklist
- Click here for more details on how to add a visitor to the blocklist
Visit History
On this tab, users can see and use the below functionality:
- View the visit history for all visitors in the current building
- Search for visitors by name
- Set a Start Date and End Date to view a specific date range of visits
- Filter by Reason selected by visitors when they checked in
- Filter by building if the visitor searched for is not in the current building