When recording attendance, it can be helpful to be able to add visitors quickly and easily. This can create a better avenue for follow-up with that guest for you and your team.
To ensure this option is available, Groups that are having their attendance taken Must have the "Track Individual Attendance" box checked within the group settings.
- There are 2 types of visitors that can be added to a session:
- Those that are already stored as full individual profiles in your database.
- Those that are stored as Visitor Records (first and last name only records).
Any type of record can be added to any session as a visitor. If an individual does not already have a full profile, he/she can be added as a Visitor Record and later converted to a regular individual.
- Visitors can be added while inputting attendance into a session or you can come back later and edit a session and then add visitors. For this example, navigate to Attendance > Input and click on a Session to edit. To add a visitor to a session,
- Then, search for the visitor by using part/all of their first and/or last name(s). If there is no match, click Create New Individual if not in the list.
- You will be given the option to Add full record or Add as visitor. If you would like to build a full record for the individual select that and fill in the information and click Save. For this example, lets choose Add as visitor.
- Enter their first and last names into the popup and click, Save. The visitor has been added to the session, and he/she will now be able to be chosen in future sessions. Their name with have (Visitor) next to it wherever it appears.
- You can now add additional visitors. Individuals that have been added to the system who are not visitors will not have (Visitor) next to their names.
NOTE: the presence of regular individuals and a visitor.
Updated