How to add a Visitor

Proptia allows property managers to add new visitors or manage existing ones efficiently. Follow the steps below to add a visitor to your community.

Steps to Add a Visitor:

1. Log in to Proptia:

   • Access your Proptia account using your credentials.

2. Navigate to the Visitor Directory:

   • Go to Directories and select Visitors.

3. View Visitor Tabs:

   • You will see various tabs for managing visitors, including:

     • Individual
     • Vendor
     • Event
     • Activity
     • Expired
     • Restricted
     • Deleted

4. Add a New Visitor:

   • To add a new visitor, click Add.

5. Fill Out the Visitor Form:

   • Select the visitor type:

     • Resident or Member Visitor
     • Staff or Vendor Visitor
   • Choose the appropriate Host.
   • Specify whether the visitor is Temporary, Permanent, or Restricted.
   • Complete all required fields (marked with a red asterisk).
   • Set the Allowed Days for the visit, and select a Start Date and End Date.

6. Save the Visitor:

   • Once the form is complete, select either:

     • Save and Send E-pass to send an electronic pass to the visitor.
     • Save to store the visitor’s information without sending an e-pass.

This guide helps property managers efficiently add and manage visitors in Proptia to meet the needs of their community. For additional support, contact your Proptia dealer.