You can mark specific steps in a visitor timeline as complete on the VisitorBook app on a Staff Terminal.
Important: Timelines will first need to be set up and assigned to visitors in the Admin Portal.
To track visitor progress on a timeline:
- Open the VisitorBook app on a staff terminal.
- Tap Staff. The app opens up the Staff actions page.
- Tap the Timeline Steps button.
- The app opens the Complete Timeline Step page, which displays all available timelines.
- Scroll to the correct timeline for the specific visitor.
- Tap the step in the timeline that is complete.
- Scan the visitor QR code (this is on the printed visitor label).
- The timeline step is marked as complete and updated on the Admin Portal on the People Onsite page.
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