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CardExchange® Visitor Manual

 

Events_Ribbon_Home_New_Event

 

Clicking on new event will open the New event window.

 

New Event Tabs Invitee

 

Here you can enter all the details for the event, set start and end dates and select invitees/groups.

 

Events_View_Events_Select_Invitees

 

Clicking on Select invitees allows you to select visitors from the list and add them to the event. You can also add new visitors directly by clicking on new visitor.

 

Events_View_Events_Select_Groups

 

And clicking on Add invitees by group allows you to select groups to add to the event.

 

New Event Lobbies And Rooms

 

When clicking on Select Lobbies and Rooms you can select the building/room where the event will take place and the lobby where the visitors can check-in.

 

New Event Documents

 

Clicking on Select Documents will allow you to choose documents that are required to be signed for the specified event. More information on this can be found here.