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Manage a visit

Open a visit from Overview, Visits, or a visitor profile. The dialog opens read-only. Select the pencil to edit.

Common actions

ActionWhen
Check inStatus is Expected
Check outStatus is Checked in
CancelBefore or while expected (as allowed)
Save editsAfter pencil edit: host, times, notes, type, and so on

Details worth knowing

  • Internal notes are staff-only. Non-empty notes are shown prominently.
  • Guest name can open the visitor profile.
  • Multi-day visits with daily check-in show a day strip for today and later days.
  • Host reply pills (On the way, Send them in, Running late, Host note) appear when the host used email actions.

Photos

If a visit has a photo, it appears in the Visits table and the manage dialog.