Visitor Management Integration in Dash SaaS - WorkDo.io

Visitor Management Integration in Dash SaaS

Introduction

Streamline your visitor management process with our comprehensive Visitor Management System module. From check-ins to check-outs, our solution offers efficient and reliable tracking of visitor activity within your premises. Visitors can easily record their entry and exit times, along with the purpose of their visit, ensuring accurate and organized data collection. With real-time updates, security and access control features, and advanced analytics and reporting capabilities, our system provides invaluable insights into on-site activity. Gain control over your premises, enhance security measures, and analyze visitor trends with ease using our Visitor Management System.

Workflow

Installation

Step 1: Super Admin Access:

  • Make sure your super admin has access to your system before you do anything else.
  • Go to the “add-on manager” area of the super admin dashboard.
  • To start the setup procedure, click the “+” (Module Setup) button.
  • You will be asked to upload the ZIP file for “Visitor Management.”
  • Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2: Company Settings Steps:

  • Once the super admin enables the Visitor Management Add-On, company admins can proceed to purchase it and gain access.
  • Start by heading to the “subscription plan” page and select the relevant “usage plan.”
  • Locate the Visitor Management Add-On and complete the purchase process.

Step 3: How to use the Visitor Management Add-on?

  • Once you purchase the Visitor Management Add-On, find out the add-on in the sidebar.
  • After finding it out, you will find five pages over there.
  • The first page is for Visitors’ Details where you can see all the details of visitors, and edit them whenever you want.
  • Then the second page is for visit purposes where you can add the purposes why visitors can visit the store.
  • Then comes the page for visitors log where you can create new visitors by clicking on the “+” button. If the visitors have already visited then their name will be visible in the dropdown given over there. You can also add the arrival time and departure time.
  • The fourth page is for the Visitor Timeline, where you can see the time when the visitors visit and the departure time.
  • The last page is for Visitors’ reports where you can see the reports of visitors like a bar graph that represents visitors visited per day, and then a pie chart that represents the purpose of visitors.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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