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Eptura Knowledge Center

Save Visitor Data for Future Visits

Remembering your guest's information will reduce the time your hosts and visitors must spend on the check-in process.

There are three options for managing your settings that remember guests' information from the Dashboard, the Kiosk, or a permanent QR code. We'll review each option to help you decide which will work best for your location.

The Dashboard

When a user pre-registers a visitor, if the guest's information is stored in the Address Book, as the host types their name, they can pull up their profile and automatically fill in saved information.

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There are two benefits to saving and registering your visitor's information under the same profile. The first is a shorter registration time for your hosts; the second is for your analytics and visit history. If a guest is registered under the same profile each time they visit, the visit history is stored for future reference. They will also not be prompted to sign an Agreement if there is a validity period.

To save the information, the host's user permissions must include "Add visitor profiles to a shared address book." Without this permission, the guest profile will not be accessible from the address book by other users.

Note: the shared address book feature is part of our Premium plan.

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The Kiosk

Unexpected guests can also benefit from having their information saved on the Kiosk.

Your Visitor identification settings will allow you to permit unexpected repeat guests to register by typing in their information (we recommend using email as the identifying factor because the likelihood of a repeat email address is much lower than the first three letters of the name).

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When guests arrive, they only need to click the "Been here before?" button and enter their identifying information.

Their profile will load and be taken at the end of the check-in or to any questions and/or Agreements that may need to be signed for each visit.

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Permanent QR Code

In some cases, allowing returning visitors access to a permanent QR code is the best option. A permanent QR code will allow a returning guest to scan a permanent QR code during check-in, and their information will be populated automatically. This is great for a guest who is a regular at the location but doesn't necessarily keep a set schedule or has to have a visit scheduled (think IT, contractors, or delivery couriers).

The guest will need to check in on their first visit, but at the end, before completing check-in, they can request a permanent QR code be created and sent to the email they provided.

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To activate the feature, the setting must be changed in the ProxyClick Logbook settings. Check the box and relaunch the app, and you're all set.

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