Adding a Visitor

  1. In the Visit Details screen, select the Add a Visitor field, and enter the visitor's name or Email address.

    As you type a Visitor name, a list of potentially matching Visitors opens and you can choose from the list. A selection to (CREATE NEW VISITOR) also appears and you can select that to add a new Visitor.

    Figure 1. Adding a Visitor
  2. To add a Visitor to the list, click a Visitor name from the search results.
  3. Optional: To create a new visitor, complete the following steps:
    1. Click the Add a Visitor field.
    2. Click Create New Visitor.
    3. In the Last Name field, enter the visitor's last name.
    4. In the First Name field, enter the visitor's first name.
    5. In the Email Address field, enter the visitor's email address.
    6. If there are any additional fields, enter visitor information in these fields.
    7. Click Save.

    The Visitor is added to the Visit.

  4. To complete adding the Visitor, select one of the following options:
    1. To save the Visit, click Save.
    2. To save and email the Visit, click Save and Email.

    See Edit Visitor for more instructions.