{"id":36224,"date":"2022-07-19T15:39:37","date_gmt":"2022-07-19T21:39:37","guid":{"rendered":"https:\/\/thereceptionist.com\/?p=36224"},"modified":"2022-07-27T19:34:27","modified_gmt":"2022-07-28T01:34:27","slug":"visit-notes-release","status":"publish","type":"post","link":"https:\/\/thereceptionist.com\/visit-notes-release\/","title":{"rendered":"Feature Release: Stay on top of your workplace with visit notes"},"content":{"rendered":"

The Receptionist\u2019s extensive list of visitor management features has a brand new addition: visit notes!\u00a0<\/span><\/p>\n

Customers across industries have asked us for a way to append specific visits in their visit log with extra information beyond the data collected during the check-in process. Visit notes allow you to do just that!\u00a0<\/span><\/p>\n

Visit notes for the info your business needs<\/h3>\n

Simply click on a visit event in your visit log, add any notes your business might want to keep on hand\u2014 which key fob they checked out, for example \u2014 and that info will be attached to the visit and stored securely in your log for you to refer back to or use for data auditing purposes down the line.<\/span><\/p>\n

\"The<\/span><\/p>\n

The uses for our new notes feature are as wide and varied as the customers that use our visitor management software. For example, your business can pair notes with our visitor assignment functionality to see who on your team met with a particular visitor, what plans were discussed and any necessary follow-up items.<\/span><\/p>\n

Maybe your workplace sees frequent returning visitors \u2014 you can use notes to track important changes or highlights from each visit. For example, healthcare providers can note a patient\u2019s insurance change on a specific date to keep the billing department in the know.<\/span><\/p>\n

Take note any time during a visit<\/h3>\n

Visit notes are stored in your log per each specific visit and can be added anytime during the process, which means your business can get as creative with them as the moment requires. Mark pre-registered visitors with info your team should know before their visit, or leave a note to your front desk team that they shouldn\u2019t be allowed in the building. Or, if you are a coworking space or taking advantage of a hotdesking system, see who\u2019s coming in ahead of time and pre-assign desk numbers for the day to save the morning headache.\u00a0<\/span><\/p>\n

To learn more about visit notes, who can add and edit them, and where to find them in your log, head over to our support article for a deeper dive.<\/a>\u00a0<\/span><\/p>\n

If you have questions about our newest feature or want some help navigating it on your dashboard, don\u2019t hesitate to reach out! You can find us anytime using our live chat feature from the orange button in the bottom-right of your admin portal. Even if you\u2019re raring to go with visit notes and don\u2019t need help, we\u2019d love to hear from you on what you\u2019re planning. Or just send us your favorite dog GIF. We\u2019re not picky. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"excerpt","protected":false},"author":101018,"featured_media":36234,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","sync_status":"","episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","castos_file_data":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","footnotes":""},"categories":[637,332],"tags":[456,1505,1507,1506],"class_list":["post-36224","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-feature-updates","category-the-receptionist-news-and-updates","tag-feature-update","tag-visit-notes","tag-visitor-management-software-features","tag-visitor-notes"],"acf":[],"yoast_head":"\nFeature 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