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LobbyPal Online Visitor Management System by Aquarius Soft Administrator User Guide.

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Presentation on theme: "LobbyPal Online Visitor Management System by Aquarius Soft Administrator User Guide."— Presentation transcript:

1 LobbyPal Online Visitor Management System by Aquarius Soft Administrator User Guide

2 Administrator Tasks 1.Signing In 2.View License Information & Change Organization Information 3.Change Logo 4.Change Administrator Password 5.Configure Settings 6.Add Department 7.Add Purpose of Visit 8.Add Location of Visit 9.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

3 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 link and enter your 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 Settings To configure the settings for sending –Sign into your account –Click the Settings tab –Click SMTP Server –Enter your 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


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