How to Configure "Visitor Quick Add" for Your Community.

The Visitor Quick Add feature acts as an express lane for visitor registration, designed to eliminate the headache of navigating multiple screens and selecting pass types. By configuring this feature, you allow residents to bypass complex choices and register guests in seconds.

The Property Manager's Role: Setting the Rules

For residents to enjoy this seamless experience, Property Management must first lay the groundwork by configuring the system defaults. Since residents will no longer select a specific pass type manually, you must define a default pass for every scenario.

Configuration Steps:

1. Navigate to Settings: Go to your Settings and locate Visitor Options.

2. Assign Defaults: You must assign defaults for the 4 main categories. This tells the system how to handle different types of guests, such as friends versus relatives or one-time plumbers versus weekly cleaners.

3. Save: Once you hit save, the feature is live and ready for residents to use.

Smart Logic: Vendor vs. Guest

The system includes built-in logic to distinguish between personal guests and service providers automatically.

• Company Field Detection: If a resident types anything into the "Company" field (e.g., "Amazon" or "Joe's Plumbing"), the system automatically assigns the default vendor pass you configured.

• Result: This ensures vendors are tracked correctly without requiring the resident to manually select a "Vendor" pass type.

The Resident Experience

Once you have configured the backend, the experience for the resident changes significantly:

• Streamlined Interface: Instead of hunting for the "add" button, the app opens directly to the visitor form.

• Simple Form: Residents simply select "Temporary" or "Permanent," enter the name (and company if applicable), and set the duration.

• Duration Control: The pass defaults to 1 day, but residents can extend it up to the maximum duration limits you have set as the manager.

Understanding ePass Options

The Quick Add form includes a toggle for issuing ePasses.

• Toggle ON: The system generates an ePass and allows the resident to text or email it to the guest.

• Toggle OFF: The visitor is added directly to the profile at the gatehouse or front desk without generating a digital pass.

• Availability: If your community has disabled ePasses entirely or restricted specific pass types, this toggle will not appear for the resident.

Rollout Strategy: Communicating with Residents

Because this feature is optional for residents, you must communicate how to enable it.

1. Announce It: Let residents know "Quick Add" is available.

2. Explain Defaults: Inform them of the rules you set (e.g., "All temporary guests automatically get a 1-day pass").

3. Instructions: Tell them how to turn it on. They must open the app, tap the Hub button, and toggle Quick Add Visitor to the "ON" position.

Visitor Quick Add – FAQ

1. What is Visitor Quick Add?

Visitor Quick Add is an express way for residents to register guests with minimal steps.

It removes complexity by automatically applying predefined rules set by property management.

2. What problem does Quick Add solve?

It eliminates the multi-step, confusing visitor registration process.

Residents no longer need to choose pass types or navigate multiple screens—reducing delays at the gate and improving overall flow.

3. How does Quick Add work?

Residents enter basic details, and the system handles the rest.

They input:

• Visitor name
• Optional company name
• Duration

The system automatically assigns the correct pass based on management-defined defaults.

4. Do residents still select pass types?

No. Pass types are automatically assigned.

This is a key change—management must configure defaults for all scenarios.

5. What setup is required by property management?

Management must define default pass types for all visitor scenarios.

Typically includes:

• Temporary guests
• Long-term guests
• Vendors (one-time)
• Vendors (recurring)

Without these defaults, Quick Add will not function properly.

6. How does the system distinguish vendors from guests?

It uses the “Company” field.

If a company name is entered (e.g., Amazon, plumber), the system automatically assigns a vendor pass.

7. Can residents still use the standard visitor flow?

Yes. Quick Add is optional.

Residents can toggle it on or off at any time in the app.

8. How do residents enable Quick Add?

In the app, toggle “Quick Add Visitor” on.

Once enabled, the app opens directly to the simplified visitor form.

9. Does Quick Add support ePasses?

Yes, if enabled by the community.

• If the ePass toggle is ON → a shareable pass is generated
• If OFF → visitor is added for gate processing only
• If ePass is disabled → toggle will not appear

10. What happens after a visitor is added?

The visitor is automatically added to the resident’s profile.

This applies whether or not an ePass is generated, ensuring gate staff can process the visitor.

11. Can management control pass duration?

Yes. Management sets maximum durations.

Residents can adjust duration within those limits.

12. What is the biggest risk when enabling Quick Add?

Not setting up defaults correctly.

Since residents don’t choose pass types, missing or incorrect defaults can lead to improper access.

13. How should management roll this out?

Clear communication is critical.

You should:

• Announce the feature
• Explain automatic defaults
• Show how to enable it

14. Who benefits most from Quick Add?

Both residents and gate staff.

• Residents: faster, easier guest registration
• Staff: fewer delays, less decision-making

15. Can Quick Add be customized per community?

Yes. It’s entirely driven by your configured rules.

Each community can tailor defaults, durations, and ePass availability.