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Concierge visitors
Updated over a week ago

You can use the Visitors tab to manage and monitor visitor traffic at the property. A visitor is any non-guest who does not need keys to units or common resources and whom the property wants to sign in and sign out. From the Visitors tab, you can sign in visitors when they arrive at the property and sign out visitors when they depart. You can add a new visitor from any Concierge dashboard tab by clicking the Add New button at the top-right part of the screen and selecting the Visitor option.

Visitors tiles

Three tiles appear at the top of the Visitors tab:

  • Visitor

  • Signed In Visitors

  • Visitors Activity

You can click on a data point within these tiles to update the information displayed in the grid at the bottom of the dashboard.

Visitors Activity filters

You can filter the visitors in the Visitors Activity grid by sign in or sign out date for a selected timeframe. By default, the Visitors Activity timeframe is from yesterday's date through today's date. You can click Open Filters to apply additional filters by signed in units, visitor name, company, purpose, and sign in notes.

Filter

Description

Signed In Units

Applies filter on the unit numbers to which visitors are signed in. Use commas to separate multiple unit numbers.

Visitor

Applies filter on the name of the visitor.

Company

Applies filter on the name of the company that employs the visitor.

Purpose

Applies filter on the purpose for the visit.

Sign In Notes

Applies filter on the sign in notes about the visit.

Visitors grid

The Visitors grid dynamically displays details about visitor activity at the property based on the data point you select on a Visitors tile.

Field

Description

Signed In

Date and time when the visitor signed in at the property.

Signed Out

Date and time when the visitor signed out at the property.

Visitor

First and last name of the visitor.

Units

Units where the visitor is signed in or signed out at the property.

Company

Name of the organization that employs the visitor.

Purpose

The reason for the visit to the property.

Sign In Notes

Additional details about the visit to the property.

Contact

The phone number where the visitor can be contacted.

Profile Notes

Additional details about the visitor.

Status

Status of the visitor. Options are: Active or Inactive.

Sign In

Opens the Sign In screen for signing in the visitor.

Sign Out

Opens the Sign Out screen signing out the visitor.

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