What Can I Do?

  • You can click a Visit in the list to view or edit the Visit Details.
 Visit Details
  • Change the Calendar view (day, week, month).
 Changing Calendar View
  • Click on a Visit shown on the Calendar to view or edit the Visit Details.
 Edit a Visit from the Calendar
  • Click the Create Template button to create a template for inputting visitor data in bulk.
 Adding visitors in bulk
  • Click the Add New button to create a new visit.
 Creating a Visit from the Web Portal
  • Click a Day cell on the Monthly Calendar to display a list of visits that are scheduled for that day.
Figure 1. Scheduled visits
A screenshot of scheduled visits in the monthly calendar. The visits stretch across Sunday to Friday in a blue bar.
  • If a day contains any Visits, the Calendar cell in the Month layout shows a bullet icon for each visit. Hover over each bullet to view the visit name, or click the bullet to view or edit the visit. Right-click a bullet to access that visit's context menu.
Figure 2. Visit icons
A screenshot of the calendar. Wednesday is highlighted. The cursor hovers over the dot icon, showing the name of the Visit as Quarterly Site Visit.
  • If a day contains more than ten visits, click Show All to display the full list of visits.
Figure 3. Show all visits
A screenshot of the calendar. Thursday is highlighted. There are ten dots visible to repesent visits. The Show All link displays under the dots.
Note: The selected Visit Site must have the Email Address Visitor field set to Is Mandatory for the Create Template button to be available.