Dashboard

Our web app for front desk staff, security teams and hosts

Dave Madnani avatar Philippine Raynaud avatar Rafael Figueroa avatar +5
35 articles in this collection
Written by Dave Madnani, Philippine Raynaud, Rafael Figueroa and 5 others
🙋🏻‍♂️ Managing visitors (For hosts)

Editing a visit: why are certain fields grayed out and what can I do about it?

Understand which fields are editable in your logbook visits
Philippine Raynaud avatar
Written by Philippine Raynaud
Updated over a week ago

How to pre-register your visitors

Provide your visitors with the best possible experience by registering them in the Logbook and send them an invite
Francesca de giovanni avatar
Written by Francesca de giovanni
Updated over a week ago

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

Additional privacy protection for users

New and current users of Proxyclick must confirm and approve their information before being added to a location.
Steve Cessario avatar
Written by Steve Cessario
Updated this week

Manage group visits easily

Create group visits for multiple visitors and upload their information via an Excel file
Rico Corona avatar
Written by Rico Corona
Updated over a week ago

How to edit or delete a visit?

If you need to make changes to, including deleting, a non-recurring individual or group visit, here's how to do it.
Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

How to manage your visitors with personal assistant features

Proxyclick offers a variety of features to pair users for the sending of notifications, and visit creation
Philippine Raynaud avatar
Written by Philippine Raynaud
Updated over a week ago

Logging in to Proxyclick

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

How to troubleshoot login issues

If you cannot login to your Proxyclick account, there are a few things that may be preventing you from accessing the site.
Pearl McGuire avatar
Written by Pearl McGuire
Updated this week

How to send automatic reminder emails to your visitor

Have your visitor receive an email to remind them of an upcoming visit
Steve Cessario avatar
Written by Steve Cessario
Updated over a week ago
📲 Notifications

Customize your visitor Welcome email

The welcome email may be one of the first points of contact with your visitors, be sure they have everything they need in one place
Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

How to manage notifications

A complete guide to types and ways to manage notifications
Francesca de giovanni avatar
Written by Francesca de giovanni
Updated over a week ago

How to make sure specific users always receive certain notifications

Does your security team need to receive an alert for every check out? Do you want your reception team to be notified for every check in?
Philippine Raynaud avatar
Written by Philippine Raynaud
Updated this week

How to manage notifications at a multi-entrance location

Having multiple entrances could mean knowing where your visitors are checking in. Learn about entrance notifications and setting them up
Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

How to manage real-time desktop notifications

Proxyclick sends real-time notifications to your desktop so you don’t miss activity that’s important to you (e.g. visitor check-ins)
Pearl McGuire avatar
Written by Pearl McGuire
Updated this week

User notification settings- an overview

This overview is a review of commonly configurations used by our clients but, notifications can be customized to fit your individual needs.
Dave Madnani avatar
Written by Dave Madnani
Updated this week

How to make sure your assistant receives notifications

This article explains how to assign an assistant in Proxyclick to help you manage your visitors
Dave Madnani avatar
Written by Dave Madnani
Updated this week

How to add additional recipients to a visit

Learn how to have specific users get notified for one of your visits
Philippine Raynaud avatar
Written by Philippine Raynaud
Updated this week