How to create a single visit from the Dashboard

A complete guide on how to create a visit for a single guest from the Proxyclick Dashboard

Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

Step by step guide to creating single visit

Step 1. Log into

Step 2. From the dashboard, click on the new visit button.

Step 3. Enter the visitor’s first and last name.  If this is a new visitor, you will click Create a new visitor.

If the visit is for a previous visitor, click the visitor's name.

Step 4. Fill in fields relevant to the visit, confirm the date and time of visit along with the host and any of your custom fields, if relevant (found under Show more) and click Create Visit or Save & Create New.

Step 5. *extra step* To verify or update colleagues who will receive a notification for this visit, click on the customize button. 

If you have any questions or feedback, please contact or send us a message on the live chat.



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