After a prospective visitor has registered, you may need to change some of the details on the record. In addition, you can also mark when a visitor has successfully attended which will convert them into an attended visitor and apply the credit for visiting in the PALMS report.
Navigate to the Chapter Operations Menu
Note: When using the chapter shortcut menu, the next step is bypassed.
Operations > Chapter > Manage Visitors
Enter Search Critera and Click GO
Prospective Visitor Results
Edit The Prospective Visitor to Mark Attendance
Note: Once the visitor has been marked as having attended, they will be moved from the Prospective Visitors and into the Visitors function. Please go to Operations>Chapter>Manage Visitors>Manage Visitor to further edit the visitor record. Credit will also be given in the PALMS report for the week when the visitor attended the meeting, even for past meetings. Note that the VP must approve all PALMS credit.
Happy Connecting!
Version 2016.04.07.1024
Copyright © 2016 BNI, All Rights Reserved
Comments
11 comments
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.
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.
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.
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
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
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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@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.
@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.
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?
Can we do this in the new mobile app?
this is not valid information....none of theses screen shots is what I see as a visitor host
please email me at bobgambone@bobgambone.com
thank you
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