Checking in returning visitors

If a visitor returns to your site, you can check in the visitor without having to re-enter their information, because all checked-out visitors are saved in the database.

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What you should know

If the visitor was previously assigned a credential, you must assign a new credential after the visitor is checked in.

To check in a returning visitor:

  1. In the Visitor management task, click New ().
  2. At the top of the dialog box, enter the visitor’s first name or last name.
    If a match is found in the visitor database, a green button showing the number of potential matches appears ().
  3. Click the green button.
    A Visitors dialog box opens, listing all potential matches found in the database.
  4. (Optional) To filter the visitor list, do one of the following:
    • Type a visitor’s first name or last name, and then click Search.
    • Select the visitor’s check-in, expiration, or expected arrival date, and then click Search.
    • Click Click to edit, select a visitor custom field, click OK, and then click Search.
  5. Select a visitor, and then click Select.
    The information of the selected visitor is loaded into the visitor dialog box.
  6. Modify the visitor information as necessary, and then do one of the following:
    • To pre-register a visitor to be checked in later, click Save.
    • To check in the visitor immediately, click Save and check in ().

After you finish

If the visitor requires a credential, assign one.