Dashboard

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

Written by Philippine Raynaud
Updated over a week ago

Pre-register your visitors

Provide your visitors with the best possible experience by registering them in the Logbook and send them an invite

Written by Francesca de giovanni
Updated over a week ago

How to create a single visit from the Dashboard

Learn how to create a visit for a single guest from the Proxyclick dashboard.

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.

Written by Steve Cessario
Updated over a week ago

Manage group visits easily

Create group visits for multiple visitors and upload their information via an Excel file

Written by Rico Corona
Updated over a week ago

How do I 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.

Written by Pearl McGuire
Updated this week

Manage your visitors with personal assistant features

Proxyclick offers a variety of features to pair users for the sending of notifications, and visit creation.

Written by Philippine Raynaud
Updated over a week ago

Logging in to Proxyclick

Written by Pearl McGuire
Updated over a week ago

Why can't I login?

If you cannot login to your Proxyclick account, there are a few things that may be preventing you from accessing the site.

Written by Pearl McGuire
Updated over a week ago

How to send automatic reminder emails to your visitor.

Have your visitor receive an email to remind them of an upcoming visit.

Written by Steve Cessario
Updated over a week ago

Real-time-dashboard

Real–time–dashboard allows you to monitor the most recent activities happening across all your locations, from one single page.

Written by Pearl McGuire
Updated over a week ago

Group locations into buildings

How to group locations into buildings

Written by Alfonso Alonso
Updated over a week ago

Easily track and find visits of returning visitors with visitor history

See the visit history for a specific visitor

Written by Philippine Raynaud
Updated over a week ago

How to manage office deliveries with Proxyclick

We’ll explain how to manage office deliveries with Proxyclick.

Written by Francesca de giovanni
Updated over a week ago

Contacting your guests during an emergency

The emergency list feature allows you to send an SMS message and/or print a list of all guests checked in.

Written by Pearl McGuire
Updated over a week ago

Watchlist

This article explains how to secure your building and enforce compliant visitor check-in processes using watchlists.

Written by Pearl McGuire
Updated over a week ago

Data Compliance- Deleting Visit and Visitor Data

Deleting data gives you the option to control how long information is retained, ensuring you are compliant with data privacy regulations.

Written by Pearl McGuire
Updated over a week ago

How to add a new location to my account?

Managing multiple locations for your company, find out all the necessary information here

Written by Rafael Figueroa
Updated this week

How to Send an Invitation Email

All users must be invited to use Proxyclick before they can login to the dashboard. Here's how to set up those invitations for your users

Written by Pearl McGuire
Updated over a week ago

How to troubleshoot login issues (SSO based)

When SSO is activated on a location, users may not be able to access the site using the methods they are accustomed to.

Written by Pearl McGuire
Updated yesterday

Editing or deleting user profiles

This guide is designed for Proxyclick administrators who wish to edit or delete users for one or multiple locations

Written by Dave Madnani
Updated over a week ago

Overview of notifications

Discover your options when it comes to notifications and how to manage them

Written by Francesca de giovanni
Updated over a week ago

Customize your visitors' 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.

Written by Pearl McGuire
Updated over a week ago

How to make sure specific users always receive certain notifications?

Does your security guard need to receive an alert on every check out? Do you wish your reception team to be notified of every check in?

Written by Philippine Raynaud
Updated over a week ago

Managing 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.

Written by Pearl McGuire
Updated over a week ago

Managing 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).

Written by Pearl McGuire
Updated over a week ago

What are default settings regarding notifications?

Written by Dave Madnani
Updated over a week ago

How to make sure your assistant receives notifications?

This article explains how to assign an assistant in Proxyclick to help you manage your visitors

Written by Dave Madnani
Updated over a week ago

How do I add a recipient for a particular visit?

Have specific users get notified for one of your visits

Written by Philippine Raynaud
Updated over a week ago

Custom fields - managing and editing

All you need to know about custom fields

Written by Alfonso Alonso
Updated over a week ago

Custom fields management and edition

All you need to know about custom fields

Written by Philippine Raynaud
Updated over a week ago

How to check-out visitors at a specific time of day.

You can choose to automatically check-out visitors at a specific time of day using the Auto Check-out feature.

Written by Steve Cessario
Updated over a week ago

Added security in the visitor process with status “On-Site”

This article explains what the On-site status is, provides typical use cases, and shows how to activate and use the feature.

Written by Francesca de giovanni
Updated over a week ago

Assigning Different Agreements to Different Visitors

If you have different Agreements based on a guest type (contractor or vendor), the multi Agreement feature will do the sorting for you.

Written by Pearl McGuire
Updated over a week ago

Define a validity period for your visitor agreement

Ensure visitors are aware of your internal requirements and complies with them, all while making your visitor management efficient.

Written by Philippine Raynaud
Updated over a week ago

Analytics and reports

All the data you need at your fingertips

Written by Rafael Figueroa
Updated over a week ago