Manage a visit
Open a visit from Overview, Visits, or a visitor profile. The dialog opens read-only. Select the pencil to edit.
Actions
| Action | When |
|---|---|
| Check in | Status is Expected |
| Check out | Status is Checked in |
| Verify ID | ID status is pending (Reception at the location, or the visit’s host) |
| Cancel | Before or while expected (as allowed) |
| Save edits | After pencil edit: host, times, notes, type, and so on |
- Internal notes are staff-only.
- 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.
- When ID verification is in the flow, the dialog shows ID type, verified time, and who verified (employee name or Via email link).
Photos
If a visit has a photo, it appears in the Visits table and the manage dialog.