Add Hosts to the Address Book

Add a Host

1. From the left sidebar in FacilityOS or VisitorOS, click Manage, then select Address Book.
   
2. Click New Contact.

3. Enter the following information for the Host:

   • In Name, enter the Host's name.
   • Optionally, if you want to add the name of their team, enter it in Division.
   • Optionally, if you want to add their job title, enter it in Job Title.
   • In Email, enter the Host's email address.
   • Optionally, if you want to include their phone number to receive text message notifications, enter it in Mobile Number.

   

4. Under Visitor "Sign-in Notification Methods", select one or more notification methods:

   • To send notifications by email, select Email.
   • To send notifications by text message, select SMS.
   • To send notifications by voice message, select Voice.

   Important:

   For notifications to work, ensure the following:

   • For SMS and voice notifications, the Host must have a valid phone number entered in "Mobile Number".

   • Your site has notifications turned on. If your an administrator, see Set up sign-in notifications, Set up sign-out notifications, Set up sign-out reminders, or Set up offline device notifications.

5. From the Sites drop-down menu, select the sites where the Host can be selected.
6. Optionally, if you want to email the Host to let them know they have been added as a Host, select Send Welcome Email.
   
7. Optionally, if you want to configure additional settings, make the following changes in the "Details" panel:
   • Turn on Pin to 'Host selection' screen to show the Host as a suggested Host without requiring visitors to search for them.
   • In Manager, search for and select the Host's manager. The manager must already be in the Address Book.
   • In Personal Assistant(s), search for and select the Host's personal assistant.
   • In Tags, enter keywords to help filter and find Hosts in the Address Book.
   • In Notes (Internal), enter notes that can only be viewed by other users who have access to the Address Book.
8. Optionally, to send notifications to other email addresses or phone numbers, click Additional Contacts and enter their Secondary Email, Additional Mobile Numbers, or Primary Office Phone Number. 
9. Click Save to add the Host to the Address Book.

Bulk add Hosts

To add multiple Hosts to the Address Book, prepare a CSV, TXT, or XLSX file that contains their information. To learn how, see Prepare a CSV file to add Hosts to the Address Book.

1. From the left sidebar in FacilityOS or VisitorOS, click Manage, then select Address Book.
   
2. In the upper-right corner, click the Import   icon.
3. In "File Upload", drag and drop your file in the upload area, then click Next.
4. If the first row of your file contains column names, select Column Names In The First Data Row.
5. If you are uploading a TXT file, select the correct Column delimiter. For other file types, keep the default setting.
6. Review the column mapping and confirm each field maps to the correct column in your file, then click Next. For example, if your file has a column named "Email", map it to "Email Address".
   
7. Optionally, to keep only Hosts from your file in the Address Book and remove all others, select Remove Contacts That Are Not In This File.
8. Click Import.
9. Review the completed import, then click Done.

Troubleshoot Host not found during sign-in

If visitors cannot find a Host during sign-in, use the troubleshooting options below to resolve the issue.

• Confirm that the Host is in the Address Book by searching for their name. If the Host does not appear, add the Host to the Address Book.
• Check that the Host is active. For more information, see Deactivate or activate a Host.
• Power off the iPad, then turn it on. For more information, see Turn iPad on or off.
• Reset the network settings. For more information, see Troubleshoot internet connection issues on your iPad.