Information

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

Alternative

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

Method

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

In the Register group dialog box, you will find the input fields for checking in the group 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.

Check in visitor: Before the name of each group member, you will find a check box that is automatically checked. If a member of the group is running late but has already been added to the list, you can uncheck this box for now. To check them in later, you can use the Check in visitor function.

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 // Visitor groups by deadline // Recent groups.

The group is checked in.

Outlook

If you haven't checked a group member in yet, you can do this with the Check in visitor function.

You can add visitor pictures, create visitor badges, and request signatures.

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