Information

You can check in a visitor on the day of an appointment without pre-registering them. At the end of this process, the visitor is checked in.

Alternatives

Pre-register visitor: If the appointment will take place in the future, use this function.

Method

1. On the ribbon, go to the New tab and click Visitor > Register visitor.

In the Register visitor dialog box, you will find the input fields for checking in the visitor on two tabs.

Mandatory fields are marked with a red asterisk.

Fields with a pencil icon contain keyword lists. When you enter a value in the respective field, matching list entries appear.

2. Fill out the fields on the Check in tab accordingly.

Contact reference: If the visitor is already created as a reference, they have a contact reference that you can select from the suggestions. Otherwise, the field is left blank.

ELO user name: If the visitor has an ELO user account, enter their name in this field.

Create new contacts: If you select this option, a contact reference is automatically created and the entered visitor information is saved. The next time you log on, you can access the saved data and don't have to enter it again.

Take a picture/Select a file: You can take a picture of the visitor using a webcam or select a picture from your file system.

Document: If you want the visitor to sign a document on arrival, select the document here.

Send to: The document selected under Document is sent to the user account that you select in the Send to field. The selected user account should be accessed via a mobile device in order to be able to have the document signed.

3. Fill out the fields on the Visitor data tab accordingly.

4. Click OK.

Result

The file is created in the // Visitor management // Visitors // [Year] // [Month] folder.

The form contains the entered information.

The visitor's folder also appears under // Visitor management // Visitors by deadline // Recent visitors.

The visitor is checked in.

If you checked the Create new contacts box, the contact information is filed to the Visitor contacts folder, where you can edit it or enter additional data.

Outlook

You can create a visitor badge.

If you requested a document to be signed, you will find it in the Tasks area of the selected ELO user account. The visitor can complete the questionnaire and/or sign the document using a tablet. The signed document is saved to their visitor file.

On the day of the appointment, you can check visitors back out using the Check out visitor function.