Managing Prospective Visitors and Marking Attendance

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10 comments

  • Avatar
    Mr Tim Gale

    I love the addition of the new visitor module. We've been using Google documents for a while at least to get members to register their upcoming visitors and substitutes, but I much prefer members entering their own guests direct onto Connect. The Treasurer just having to tick a box to show that they attended is great. I would like to think that if we have accumulated the visitor information would be able to print a visitor sign in sheet.  Am also looking to find out how to personalise the templates which are sent out automatically to provide more briefing information for visitors. Oh so often members do not tell their guests everything they ought to know which leaves the guest ill-prepared and sometimes embarrassed. 

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    Ms. Julia Hoyle

    If a visitor registers as part of a Visitor Day event, will this still work? None of the visitors for that day show up in the Manage Registered Visitors search.

  • Avatar
    Jeremy Walsh

    The visitor day event is a special function that is not associated with the regular meeting registrations.  If you wanted to use the event calendar for a visitor day AND have them use this function for registering, I would recommend turning off the ability to register in the event itself and put a link to the registration page for the chapter instead.

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    Mr Brian Martin

    Jeremy, Love this aspect of the new system, if we could get the "invite by" column to show it would be perfect. Currently I cut and paste into a excel spreadsheet with the necessary disclaimers on the bottom for the visitor to sign when they attend the meeting.  Thanks

  • Avatar
    Mr Richard Duerden

    Hi Jeremy,

    It would be great if there was a free text field when registering a visitor, so that we can key in any info. IE: Attended visitors day on 17/11 and keen to come back for a "normal" meeting, hence will return on Dec the 1st. 

    Cheers

    Richard

    City Corporate Melbourne

  • Avatar
    Mr Richard Duerden

    Hi Jeremy,

     

    Why would the email notification per below, which was keyed in by me, as a member (and I used my email address for the guest) not say that it was I that has invited the guest? Shouldn't it?

    Cheers

    Richard

    City Corporate Melbourne

     

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    Chapter Details

    Chapter Name

    BNI City Corporate

    Day of Meeting

    Tuesday

    Meeting Time

    7:00 AM

    Location

    Metropolitan Hotel

    263 William Street

    Melbourne

    3000

     

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    Hi Nick,

    You are confirmed to visit the BNI City Corporate Chapter meeting on 08/12/2015, at 7:00 AM. Please plan to be at the meeting for 90 minutes with some extra time to network at the end.

    Remember to bring plenty of business cards to pass around as you will meet lots of local business professionals.

    Happy Connecting!

    Please do not respond directly to this system generated email.

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  • Avatar
    Jeremy Walsh

    @Richard - this is DEFINITELY something on the list as a future enhancement!  I hope to see that happen in an upcoming release, though we do not have a definite schedule for when that might be.

  • Avatar
    Jeremy Walsh

    @Richard - this is DEFINITELY something on the list as a future enhancement!  I hope to see that happen in an upcoming release, though we do not have a definite schedule for when that might be.

  • Avatar
    DANIEL BRYCE

    Who Has Access (what security level) to preform the  Managing Prospective Visitors and Marking Attendance? 
    Is this all members? Do Visitor Host have the ability to get there?  Is it only the C levels that can? 

  • Avatar
    Andy Brasfield

    Can we do this in the new mobile app?

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