Overview
This article covers how to manage the contacts and company information that power visitor scheduling, auto-fill, and host search results.
Audience: Tenant Admins, Building Admins
A. Managing Contacts (Tenant Admin)
Add a Contact
Go to Admin → Contacts.
Click Add Contact.
Enter name, email, phone, and any required details.
Save.
Edit a Contact
Select the contact from the list.
Update their information.
Save.
Remove a Contact
Click on the contact.
Select Remove.
Important:
Contacts keep visitor profiles clean and avoid duplicate data during scheduling.
B. Updating Group Information (Tenant Admin)
Edit Company Name & Primary Contact
Go to Admin → General.
Update company name.
Select a new primary contact from your employee list.
Click Save Changes.
The primary contact appears in the building directory for walk-in approvals.
C. Building Information (Building Admin Only)
Update Building Details
Go to Building Admin → Edit Information.
Modify building name or configuration fields.
Save.
D. Managing the Stacking Plan (Building Admin Only)
Add a Tenant to the Stacking Plan
Go to Building Admin → Stacking Plan.
Select the suite number.
Click Add Lease → Create New.
Enter tenant/group name.
Save.
Remove a Tenant
Select the lease.
Click Retire.
This marks the space as vacant.
Best Practices
Keep tenant contact lists updated monthly
Retire old leases promptly to avoid scheduling confusion
Ensure primary contacts are valid and active
Remove duplicate contacts to reduce visitor auto-fill errors
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