Service: WorkstyleOS Portal

Worker: General User

 

This page explains how to use the "Guestbook" screen of WorkstyleOS Portal.

 

What is the Guest Book?

By registering guest information in the Guest book, you can skip the process to enter guest information each time you make an appointment.

You can also record notes on guests and visit history and share them internally.

 

What is on the Guest book screen

On the "Guest book" screen, you can register and check guest information and company information.

 

Guest information

Item	Description
Name	Name of the guest
Company	Company name of the guest
Recent	Last visit of the guest
Count	Visit count of the guest
Edit	Edit the guest's info

 

Company information

Item	Description
Name	Name of the guest company
Address	Address of the company
Tel	Telephone number of the company
Edit	Edit the guest company's info

 

NOTE
You can reorder the items by clicking them.

 

Register a guest on the Guest book

In the Guestbook screen of WorkstyleOS Portal, click the three dots in the upper right corner of the screen, and then click "Create Guest."

 

Enter guest information and click "CREATE."

Item	Description
company name	Enter the name of the guest's company You can select from the ones already registered
family and given name	Enter the guest's name
name ruby	Enter the guest's name in hiragana (when you enter name in Japanese)
Phone number	Enter the guest's phone number
Email	Enter the guest's email address You can send an invitation email with an appointment code for visitor check-in.
staffs	Select workers to have meetings with the guest.
disclosure setting	all: all the workers can view the guest's info and invite the guest  only those of workers in charge: only selected workers can view the guest's info and invite the guest
Custom Fields	Enter the guest's favorite drink, interests, and hometown
Memo	Enter the notes about the guest

 

Edit a guest's information on the Guest book

Open the guest tab and click the pencil icon next to the guest information you want to edit.

 

After editing the information, click "UPDATE."

 

Delete a guest's information on the Guest book

Open the guest tab and click the pencil icon next to the guest information you want to delete.

 

After editing the information, click "DELETE."

 

The guest registered for at least one future appointment will remain on WorkstyleOS as "Deleted Guests."
Click the three dots in the upper right corner of the screen and turn on "Show Deleted Guests" to see the deleted guest information.

 

NOTE
・You cannot recover the deleted guest information.
・You cannot completely delete the guest information. 
If you do not want to keep the information, please overwrite the guest information with dummy information and save it before deleting it.

 

Register a company on the Guest book

In the Guestbook screen of WorkstyleOS Portal, click the three dots in the upper right corner of the screen, and then click "Create Company."

 

Enter company information and click "CREATE."

Item	Description
Company name	Enter the guest company name
Company address	Enter the guest company address
Company TEL	Enter the guest company telephone number
Memo	Enter the notes about the company

 

Edit company information on the Guest book

Open the company tab and click the pencil icon next to the company information you want to edit.

 

After editing the information, click "UPDATE."

 

Delete a company on the Guest book

Open the company tab and click the pencil icon next to the company information you want to delete.

 

After editing the information, click "DELETE."