At times you may need to take down specific notes related to a visitation. Notes can be added to a visitors record easily with Teamgo once the visitor has signed in, or well after they have departed.

Option 1 - Manage Visitors

  • Login to your web dashboard
  • Go to your location overview
  • Click the Manage Visitors tab
  • Select a visitor record
  • Click the Notes tab
  • Enter your note (it will auto-save when you press return)
  • ** you can edit visitor notes via this method **

Option 2 - Visitor Records

  • Login to your web dashboard
  • Go to your Users
  • Select Visitors
  • Search and select the relevant visitor
  • Search and select the relevant visitor record (click visitor name)
  • In the Notes section, add your note (it will auto-save when you press return)
  • ** you can edit and delete visitor notes via this method **

Notes are kept on file as permanent records associated with a single.

Did this answer your question?