Visitor Log

The Visitor Log is a great tool for Staff and Admins to see who has a valid Visitor Pass and view past visits. This is where you will do the bulk of your Visitor management. Additionally, Staff and Admins can manage the status of a Visitor Pass, allowing them to check in and out a visitor, cancel their Visitor Pass, or mark them as a No Show. With Visitor Logs, Staff and Admins smoothly manage their visitors in the same platform that they manage their other daily activities.

1. Viewing Scheduled Visits
2. Viewing Past Visits
3. Creating Visitors
4. Exporting
5. Mobile Visitor Log for Members

Scheduled Visits

The Visitor Log automatically appears on today’s date and displays Visitor Passes for today only. You can view Visitor Passes for each day by changing the date at the top. Use the filters to view upcoming or past visits, or to filter by status. 

Visitor statuses: 

• Upcoming: Visit hasn't happened yet
• Checked-in: Visitor has checked in with the building
• Checked-Out: Visitor has checked out, either manually or by an admin
• No Show: The specified date/time range has passed and the visitor did not check in
• Canceled: The visitor or an admin cancelled the visitor pass, and the visitor will not be scanned in if they do arrive
• Withdrawn: The visitor checked in, but for some reason determined by an admin or security (possibly due to a building violation or security concern), the pass was withdrawn. This provides the building with additional information besides labeling a visitor pass as 'cancelled'
• Expired: The specified date/time range has passed and the visitor checked in but did not check out

Selecting Edit filters opens a sidebar to select additional filters. When changing filters, select Refresh to apply your changes. 

Changing a Visitor's status is done by selecting the status drop-down next to the visitor. These status changes will kick off notifications based on what has been set up under Visitor Configuration. 

To edit statuses in bulk, select all the affected users, and then use the Status button to change all statuses at once. 

Editing Columns

Columns with a check box next to them are visible in your Scheduled visits report. De-select any columns you don't want to view. 

Options include Status, Date, Expected arrival, Expected Departure, Visitor, Visitor company, Notes to staff, Host, Host Company, Submitted by, and Registered from. 

Past Visits

Visitors marked with the status of Checked-out, No show, Canceled, Withdrawn, or Expired will appear under Past visits. Unlike Scheduled Visits, the view defaults to the past month of visits. 

Search for visitors, change the Date Range, view by Status, or Edit filters to adjust your view. When changing filters, select Refresh to apply your changes. 

Editing columns

Under Edit columns you can select which columns you wish to appear on your Past visits report. Options include Visitor, Date, Checked-in, Checked-out, Status, Host, Host Company, Submitted by, and Registered from.

Creating Visitors

Visitor creation can be done on either the Scheduled visits or Past visits page by selecting Create new visit. A side panel will open up where you can register the new visit. 

If you have multiple Visitor Registration forms, select which you would like to use, otherwise it will open your form automatically.

Note: Your form may look different from the below example based on how yours was configured. 

Exporting

Both Scheduled and Past visits can be exported as a CSV. Select Export to view the options of Export Selections as CSV or All Data as CSV. 

Mobile Visitor log for Members

Members can view their upcoming guests on mobile. First, they should navigate to their profile, and then to the Visitors tab. 

There, they can view their upcoming and past guests, and their guest's visit information.