Quick Guide - Add Visitor on Mobile

Quick Guide: Adding a Visitor on Mobile

Follow these simple steps to add a new visitor using your mobile device:

1. Open Visitor Management:
   Tap the Add button, then select Visitor.

2. Select Visitor Category:
   By default, your visitor will be categorized as a Temporary Visitor. You can also select:

   • Permanent: For visitors who will have ongoing access.

   • Restrictive: For visitors with limited or special access.

3. Registration Type (Optional):
   Change the registration type to Event if you're organizing an event like a birthday party, and enter multiple attendees under one named event for easier management at your guardhouse.

4. Choose Visitor Type:
   Select the appropriate type for your visitor:

   • Guest: For regular visitors.

   • Vendor: For vendors visiting your premises.

   Each visitor type has corresponding pass options available.

5. Select Pass Type:
   Choose your desired pass type from the available options. Defaults are pre-selected for your convenience.

6. Set Date Parameters:
   Tap Continue to set or confirm the date parameters for your visitor.

7. Enter Visitor Details:
   Fill in the visitor's information, including:

   • Phone Number (optional)

   • Email Address (optional)

   • License Plate (optional, if approved)

   • Notes (optional, for your data tenant)

8. Finalize Addition:
   Tap Add Visitor. Optionally, you can text an e-pass directly to the visitor by tapping Send.

9. Verification:
   The visitor count will update accordingly. You can verify the addition under the Temporary category (or relevant category).

You've successfully added a visitor using your mobile device!