Visitor Management

Visitor Management gives building staff and tenants tools to manage visitors from registration to departure. Tenants can register visitors ahead of time, or on the spot. Staff see visitor details, including host and purpose of visit - all in one place.

To add a visitor, log in to the Maintenance Center and select Add Visitor under the Visitor tab. Fill out all required fields and click Submit.

Clicking on Visitors shows all registered visitors, along with their status, date expected, building, and host. To view/edit a visitor, click on their name and select Edit on the left.

Calendar view will default to the current month. To see specific Visitor Details, click the icon on the calendar.

Front desk staff can check visitors in/out with a click, with status updates in real-time across the Maintenance and Tenant Center. To update a visitor's status, select the 3 vertical dots next to their name.

Select Edit if a status needs to be updated (other than Checked Out/Canceled) after a visitor has Checked In. Simply provide a reason for the status change, then click Submit.

Bulk Update allows for the update of multiple visitors. Select Bulk Update. Check the box next to applicable visitors, then scroll to the bottom to update the status, date expected, or building/host.

Application preferences allows for the ability to setup Auto Check Out. Clicking "Yes" allows staff to set a time that all visitors are automatically checked out each day.

Visitor Data to Collect allows customization of which fields to include, and whether to make them required when tenants add their visitors.

Notification Preferences allows for Maintenance Center users to be added to the email distribution list, as well as Additional Contacts that do not have Maintenance Center access.

Clicking Submit will save changes made in this section.

Every message related to a visitor is logged and tied to that visitor's record. Staff can review the history without searching through email or chat. Communications can be shared with the visitor and/or the host.

Reports & Insights
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The Reporting section allows building managers to pull reports on visitor volume, check-in times, and frequent visitors. Clicking Download Visitors (Excel File) prompts for a date range and the selection of reporting options.