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LobbyPal Online Visitor Management System by Aquarius Soft

LobbyPal Online Visitor Management System by Aquarius Soft. Administrator User Guide. Administrator Tasks. Signing In View License Information & Change Organization Information Change Logo Change Administrator Password Configure Email Settings Add Department Add Purpose of Visit

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LobbyPal Online Visitor Management System by Aquarius Soft

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  1. LobbyPalOnline Visitor Management Systemby Aquarius Soft Administrator User Guide

  2. Administrator Tasks • Signing In • View License Information & Change Organization Information • Change Logo • Change Administrator Password • Configure Email Settings • Add Department • Add Purpose of Visit • Add Location of Visit • Add Visitor Type • Add User • Sign In Visitor • Sign Out Visitor • Edit Visitor Sign In Information • Edit Visitor Sign Out Information • View Visitor Attendance • View Host Records • View Visitor Visit Records

  3. Signing In • Go to the sign in page of your LobbyPal account at <account_name>.lobbypal.net • Sign in with your ID and password provided • If you forgot your password, click the Forget Password link and enter your email address.

  4. View License Information • To view your LobbyPal account license information • Sign into your account • Click the License tab • Change your organization information if needed

  5. Change Logo • To change the displayed logo • Sign into your account • Click the Settings tab • Click Logo • Click Browse and select the image file in your computer and click Open • Click Change • To revert to the default logo • Sign into your account • Click the Settings tab • Click Logo • Click Revert

  6. Change Administrator Password • To change the administrator password • Sign into your account • Click the Users tab • Search for your name and click the Edit action • Click Change Password • Enter the new password • Click Save

  7. Configure Email Settings • To configure the email settings for sending email • Sign into your account • Click the Settings tab • Click SMTP Server • Enter your email server and account information • Click Save

  8. Add Department • To add a department • Sign into your account • Click the Settings tab • Click Departments • Click New • Enter the name of the department • Click Save

  9. Add Purpose of Visit • To add a purpose of visit • Sign into your account • Click the Settings tab • Click Purposes of Visit • Click New • Enter the purpose name • Click Save

  10. Add Location of Visit • To add a location of visit • Sign into your account • Click the Settings tab • Click Locations • Click New • Enter the location name • Click Save

  11. Add Visitor Type • To add a visitor type • Sign into your account • Click the Settings tab • Click Visitor Types • Click New • Enter the visitor type name • Click Save

  12. Add User • LobbyPal supports 3 user types: • Administrator who can perform all tasks • Receptionist who can sign in/out for visitors • Hosts who can sign out for his visitors • To add a user • Sign into your account • Click the Users tab • Click New • Enter the user information • Click Save

  13. Sign In Visitor • To sign in a visitor • Click the Sign In/Out tab • Enter the Visitor ID and click Next • Enter/update the visitor information and click Next • Enter the purpose of visit • Click Save

  14. Sign Out Visitor • To use Visitor ID to sign out • Click the Sign In/Out tab • Enter the Visitor ID and click Next • Enter the Sign Out Remarks (optional) • Click Sign Out • To use Visitor Pass Number to sign out • Click the Sign In/Out tab • Click Pass No tab • Enter the Pass No and click Next • Enter the Sign Out Remarks (optional) • Click Sign Out • To sign out visitor in the Attendance tab • Search for the visitor • Click Sign Out in the Out Time column • Enter the Sign Out Remarks (optional) • Click Sign Out

  15. Edit Visitor Sign In Information • To edit visitor sign in information • Click the Attendance tab • Search for the visitor • Click on the In-Time • Edit the visit information • Click Save

  16. Edit Visitor Sign Out Information • To edit visitor sign out information • Click the Attendance tab • Search for the visitor • Click on the Out-Time • Edit the Sign Out Remarks • Click Save

  17. View Visitor Attendance List • To view the visitor attendance list for a particular day: • Click the Attendance tab • Select the date to view • Click Print/Export to print/export the data

  18. View Host Records • To view a host’s visitor records: • Click on the Host tab • Search for the host • Click the Records action • Click Print/Export to print/export the data

  19. View Visitor Records • To view a visitor’s visit records: • Click on the Visitors tab • Search for the visitor • Click the Records action • Click Print/Export to print/export the data

  20. Contact Us For any enquiries, feel free to contact us at sales@aquariussoft.com

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