LobbyPal

Online Visitor Management System by Aquarius Soft

Administrator User Guide

Administrator Tasks

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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 10. Add User 11. Sign In Visitor 12. Sign Out Visitor 13. Edit Visitor Sign In Information 14. Edit Visitor Sign Out Information 15. View Visitor Attendance 16. View Host Records 17. View Visitor Visit Records

Signing In

• Go to the sign in page of your LobbyPal account at .lobbypal.net

• Sign in with your ID and password provided • If you forgot your password, click the Forget Password enter your email address.

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View License Information

• To view your LobbyPal account license information – Sign into your account – Click the License tab – Change your organization information if needed

Change Logo

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

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

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

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

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

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

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

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

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

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 – Search for the visitor – Click Sign Out in the Out Time column – Enter the Sign Out Remarks (optional) – Click Sign Out tab

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

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

View Visitor Attendance List

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

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

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

Contact Us

For any enquiries, feel free to contact us at [email protected]