In Roamer X, just like in other IBSS apps, you can invite an external or internal visitor to your organisation's building. This can be recorded as:
- Visit only
- Visit and booking. Your visitor can be invited to attend a meeting that you've booked a space in the IBSS system for. For this, use the Add Attendees option when creating a booking. Then select the Add a visitor option that appears below the search field.
All your upcoming visitors are listed in the last tab of the main menu ribbon in Roamer X:
Here, you can view main details of the visit such as:
- Visitor's name
- Name of the booking and space name where this visitor is an attendee
- Visitor's company
- Time of visit
- Date of visit
- Visit status (as a label on the right)
Tap the visitor card or row to edit details, add visitor notes, or cancel the visit entirely.
Adding a visitor without a space booking
In the Visitors tab, do the following to add a new visitor:
- Tap the plus icon in the bottom right corner of the screen.
- Fill in visitor details and the date and time of their arrival.
- Tap Confirm to save a visitor record.
You can now view details of this visit in:
- Roamer X > Visitors tab
- Flex > Schedule > My Visitors page
- OneLens 360 > Operations > Visitors section
Visitor's record disappears from the list of your active visitor once the time of the visit has concluded. To view historical records, use:
- Flex > Schedule > My Visitors page and filter what records you'd like to view by date in the top right corner of the screen.
- OneLens 360 > Operations > Visitors > Visitor List and as well filter what records you'd like to view by date in the top right corner of the screen.