Visitor Details

7 months ago
TeamPont
2 minutes

✨ Key Features

  • Add and edit visitors with essential details.
  • Assign visitors to customers, members, or companies.
  • Track real-time visitor status: Checked-In or Checked-Out.
  • Log car registrations, notes, and visit purposes.

➕ Add and Update Visitor

Capture visitor details before or at the time of entry.

Fields:

  • First Name * – Visitor’s first name (required).
  • Last Name * – Visitor’s last name (required).
  • Email – Contact email for record or communication.
  • Visit Date * – Date of the visit (required).
  • Company Name – Organization visitor represents (if any).
  • Car Registration – For parking/security tracking.
  • Notes – Additional visit information.
  • Purpose * – Reason for visit (required).
  • Customer * – Member/customer being visited (required).
  • Check-in Now? – Toggle to log the visitor in immediately.

✅ Check-In Flow

Visitors can be checked in at entry if not already auto-checked.

Fields:

  • Visitor * – Pre-populated visitor name (required).
  • Car Registration – Enter visitor’s car details (optional).
  • Notes – Special instructions or remarks.
  • Purpose – Auto-filled with visit purpose and associated customer.

Action:

  • CHECK-IN Button – Confirms visitor entry, updates their status to Checked-In on the visitor list, and logs the time.

⏏️ Check-Out Flow

When a visitor leaves, record their exit.

Fields:

  • Visitor * – Pre-filled visitor name (required).
  • Purpose – Displays visit reason and customer association.

Action:

  • CHECK-OUT Button – Marks visitor as departed, updates status to Checked-Out, and logs the time.