Manage Visitor Records

Visitor records are simple first and last-name-only records that haven't yet been added as a full database record. Typically, these simple records are created by inputting attendance. Visitor Records do not count toward your total number of individuals - which determines your annual pricing.

Convert a visitor to a regular member (a full database record)

  • Navigate to the Individuals area and with the List section selected click Visitors. This page lists all of the visitors, what session, and when they last attended.

Visitors_Tab.png

 

  • If you click on the Group or the Date, you'll be taken to the session attendance page.

 

Session_Attendance_Page.png

 

  • Clicking on the visitor's name displays the dialog shown below.

 

Add_Visitor_as_Full_Record.png
 

  • Click Continue to convert the Visitor to a regularly stored individual. The visitor's attendance will be associated with the new individual.

 

 

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