Edit visitor records

You can update a visitor’s sign-in information to keep their details 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

Note:

If returning visitor settings are turned on, any changes you make to a visitor’s record will update the pre-filled information the next time they sign in as a returning visitor.

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

    Tip:

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

  3. Next to the visitor you want to edit, click the three vertical dots Screenshot of the vertical dots icon. icon, then select Edit Visitor Details.
    Screenshot showing the "Edit Visitor Details" option highlighted.
  4. In the "Edit Visitor panel", make any changes, then click Save.

Troubleshoot a Host’s name not updating in visitor records

If you changed a Host’s name in the Address Book and would like their new name to appear in the visitor records, follow the troubleshooting steps below.

  1. Go to the Address Book and select the Host that is having the issue.
  2. Make note of all their information, then delete the Host.
  3. Add them back into the Address Book with the information you noted in step 2.
  4. Try editing the visitor records again.
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