Visit purposes

What it is

The reasons people give for visiting, such as a meeting or delivery.

Why it matters

Makes visitor records consistent and easy to search later.

When to use it

Administrators keep the reasons list; the desk picks one at each check-in.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Front Office to open it.
3. Click Visit purposes.

What you see

Visit purposes · click the picture to enlarge

• The list has these columns: Name, Code, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New visit purpose — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

Parent Meeting · click the picture to enlarge

Filling in the form

1. Click the New visit purpose button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (2 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Visit purposes · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The reason for a visit, such as Parent meeting or Delivery.
Code *	text	Capital letters, numbers and underscores only, such as PARENT_MEETING.
Sort order	number	A number for the list order. Lower numbers appear first.
Active	tick box	Turn on to offer this visit reason. Turn off to hide it.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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