A visitor’s details can be updated at any time from their profile, and visitors that are no longer needed can be removed.

Step 1: Find the visitor in the Visitors list

Select Visitors in the sidebar to open the Visitors History list. Type part of the visitor’s name into the column filter under the Last Name header, then click the visitor’s row to open their profile.

Step 2: Open the Profile tab

The visitor’s profile opens on the Overview tab. Select the Profile tab to make the details editable.

Step 3: Update the details

Change the fields you need - identity, contact and company details, or the badge photo and documents. The form shows the current values, so only edit what has changed.

Step 4: Save

Click the Save button at the bottom of the form.

A green confirmation banner appears at the top of the profile and the updated details are stored.

If your changes make the visitor match another visitor already on record (the same email address, mobile number or ID number, for example), nothing is saved. A Possible duplicate found panel opens above the form instead, naming the other visitor and the field that matched, with an Open link to that record and a Cancel button. Your changes remain in the form. The visitor’s own record never counts as a match. The panel is described on Add Visitor.

To remove a visitor entirely, see Delete Visitor.

Visitor details or visit details?

What changed	Where to change it
The visitor’s name, ID number, contact details or photo	Here, on the visitor’s Profile tab
The visit’s time, host, location or reason	On the visit pass - see Change, Cancel or Re-send a Visit Pass
The visitor will not come after all	Cancel the visit pass, not the visitor

Changing the email address here does not re-send an existing pass; re-send it from the visit pass once the address is correct.