Checking a visitor in
Open Visitors → Check In and fill in the visitor's name, who they're visiting, and their purpose. When you've seen their ID, tick ID verified and choose the document type — the record stores that a check was done, not the ID number itself.
Required fields
Visitor name and Visiting (host name) are required. Everything else — company, purpose, ID verification, badge number, and notes — is optional.
Purpose options
Choose from Meeting, Volunteer, Vendor/Contractor, Parent/Guardian, Interview, Delivery, or Other. This helps you filter the log later.
Badge number
If your school issues visitor badges, record the badge number in the form — it appears in the active visitors list so staff know which badge to collect at the door.