Add notes to a visit

Add notes to a visit record from the Dashboard, before or after the visitor checks in.

Before you start

Notes aren't locked at check-in. You can add or change them at any time.

Steps

1. On the Dashboard, select the visitor's name to open the Visit Details page.
2. Scroll to the Visit Record Notes section and click the Edit (pencil) icon.
3. Enter your notes in the text box.
4. Click SAVE.

Result

Your notes appear in the Visit Record Notes section.

Note: For a Recurring Visit, notes apply to the selected visit and every future visit in the series.

Related

• Edit visit details
• Schedule a Recurring Visit
• Use the Dashboard