Use the receptionist portal

Select a visitor to view their details in the details panel.You can also search for the visitor using the visitor name, email, or host.

The following details are displayed on the panel:

• Visitor name
• Visitor email
• Pre-check tasks status
• Host info like the host's name and email
• Visit details like the date, time, location, and purpose Note: You can set the visibility of the details panel as persistent by selecting the expand details panel icon (
  Image omitted: visitor-expand-details-icon.png
  Expand details panel icon.).</li>

1. On the receptionist portal, expand the Others column.
2. Select the filters icon, then select the states you want to include in the column.
3. Cancelled
4. Completed
5. Disappeared
6. No Show

1. Select a visitor from the Expected column.

The visitor must have the Pre-check pending status.

1. On the details panel, select Open tasks.
2. Ensure that the visitor completes the following tasks.
3. Visitor Details: Fill in the details of the visitor.

The First name and Last name are required.

• Visitor Documents: Upload or take a picture of the visitor and their ID.
• Sign Policies: Ensure that the visitor reads and acknowledges the policies.

The visitor might have to provide a signature based on the configuration set by the admin.

1. Select visitors from the Expected column.
2. Verify that the visitor has completed their pre check-in tasks.

If the pre-check is not complete, the visitor can complete their tasks on the portal.

1. On the visitor card or the details panel, select Check in.

Alternatively, you can drag the visitor card into the checked in visitors column.

You can undo a check-in by selecting Undo Check-In from the context menu in the details panel.

1. Select visitors from the Checked-In column.
2. On the details panel, from the context menu, select Start break. Visitors who are on break are displayed in the checked-out column.

1. Select visitors who are on break from the Checked-Out column.
2. On the details panel, from the context menu, select End break. Visitors who end their break are moved to the checked-in column.

1. Select visitors from the Checked-In column.
2. On the details panel, select Print Badge.

A badge with the visitor details is displayed in a new browser tab.

1. Print the badge by using your web browser's print options.

1. Select the visitor from the Checked-In column.
2. On the visitor card or the details panel, select Check out.

Alternatively, you can drag the visitor card into the checked out visitors column.

You can undo a check-out by selecting Undo Check-Out from the context menu in the details panel.

1. Select Create new visit.
2. On the New visit form, fill in the fields.

For a description of the field values, see New visit form.

1. Select Create Visit.
2. Add internal or external visitors.

For more information about adding visitors, see Adding visitors.

1. Select Confirm.