Visitor Help - Events

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Overview and Layout

Starting with CardExchange Visitor Standard Edition, you can create Events that your Visitors, Employees, or Contractors can attend. An event will help organize and manage your visitors so you can determine ahead of time, or on the spot, who will be attending your event, how they can attend it, where they can go, and sign documents, and if they require any special needs that the Event provides.

This section of the help file will break down everything that the Event system can do, and how to configure it to your needs. Here is how the Event’s view is broken down:

Events Pane

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In the Events pane of CardExchange® Visitor, you see all the events presented that are available in the database. In the Configuration tab, you can set the Look-up columns that are displayed in the Events pane.

Sorting the events is just as simple as clicking on the column.

It is very simple to search for records inside the Events pane. Enter the text that you want to search for in the text box directly above the columns.

In the footer of the Events pane, the total amount of loaded records is shown.

Event Details Pane

The Event details pane shows the main details for the selected event including start/end times, the organizer of the event and earliest check-in/expiration times. Also shown at the bottom is a list of the invitees, their details including the barcode value and expiration date and an option to resend the invitation email to the individual.

Invitees, Rooms, Lobbies, and Documents Pane

Below the Event Details pane is an Invitees pane. Optionally, there are additional tabs for this pane that add Rooms, Lobbies, and Documents. Each of these tabs would show you the corresponding objects that are attached to the event that will provide you additional details about the event.