Edit visitor records

You can update a visitor’s sign-in information to ensure their details are accurate.
Required tier Corporate, Enhanced, or Enterprise tier. What is my tier?
Required permission Edit visitor records. This permission is included by default for the account administrator role. What is my role?

Edit a visitor's record

If returning visitor settings are on, any edits to a visitor’s record will update the information that’s pre-filled the next time they sign in as a returning visitor. For more information, see Change returning visitors settings.

  1. From the left sidebar in VisitorOS, select Visitors.
  2. Use the search bar to find a visitor by their name or company.
  3. Tip:

    To narrow your search results, select the Filter Filter.png icon, then apply your filters.

  4. In the visitor row, select the three vertical dots Screenshot of the vertical dots icon. icon.
  5. Select Edit Visitor Details.
    Screenshot showing the "Edit Visitor Details" option highlighted.
  6. In the Edit Visitor panel, update the available fields.

    Note:

    The information you can edit is based on your site's data fields. For more information, see Change data fields.

  7. Select Save.
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