Goal
This article shows you how you can log the details of anyone that visits the community.
Before you get started
You will need to have the correct permissions set in order to add deliveries. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Concierge ➡️ Expand Concierge and ensure that Visit log has full access selected.
Adding a visitor log
Step 1 - Let's begin
Login to the admin console and navigate to Concierge ➡️ Visit log. Here you will be presented with two tabs, one for active visitor log and another for archived ones.
Step 2 - Add a visitor log
Click on the New visitor button in the top right of the screen
Then enter in the following details about the log
Community*
Check in*
Check out (Only done when the Visitor is leaving)
Purpose of visiting*
Lot number*
Description
Step 3 - Add visitor information
Once the details about the visit have been added, enter in the information about the Visitor
Name*
Email
Phone number
Company*
position
Access key
Step 5 - Save
Scroll up to the top and press save
Viewing visitor log
Login to the admin console and navigate to Concierge ➡️ Visit Log. Here you will be presented with two tabs, one for active visitor log and another for archived ones.
Selecting a community will then display all the visitor logs for that community
Checking out a visitor
Login to the admin console and navigate to Concierge ➡️ Deliveries . Here you will be presented with two tabs, one for active visitor log and another for archived ones. Make sure the active tab is selected
Selecting a community will then display all the visitor log for that community
Then click the check out icon
Enter in the time the visitor checked out
The log will then appear in the archived tab
Archiving a Visitor log
Login to the admin console and navigate to Concierge ➡️ Visit log. Here you will be presented with two tabs, one for active deliveries and another for archived ones.
Selecting a community will then display all the visitor logs for that community
Then click the archive button, that will move the visitor log to the archived tab
Upload visitor logs via CSV
Step 1 - Lets begin
To upload visitor logs via CSV, login to the admin console and navigate to Concierge ➡️ Visit log.
Then click on the upload visitor logs
Step 2 - Download the template
Download the visitor log template if required and populate the template with all the visitor logs you wish to upload into Resvu
Step 3 - Upload the file
Select which community you want to upload the visitor logs and then upload the visitor log file
Press Confirm and the visitor logs will be uploaded for that community
