Service: WorkstyleOS Portal

User: General User

 

This page explains how to use a [Guest book] screen on the WorkstyleOS Portal.

 

What is a guest book?

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

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

 

Display on the Guest book screen

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

 

Display items of GUESTS tab

Item	Description
Name	Name of the guest will be displayed.
Company	Company name to which the guest belongs will be displayed.
Recent Visit	Last visit of the guest will be displayed.
Number of Visits	Number of visits of the guest will be displayed.
Edit	Edit the guest information.

 

Display items of COMPANIES tab

Item	Description
Name	Name of the company will be displayed.
Address	Address of the company will be displayed.
Tel	Telephone number of the company will be displayed.
Edit	Edit the company information.

 

NOTE
・You can reorder the items by clicking them.

 

Registering a guest on the guest book

In the guest book screen on the 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 company name to which the guest belongs. You can also select from the companies already registered on pulldown menu.
Family and Given name	Enter the guest name.
Phonetic family and given name	Enter the guest name in hiragana.
Phone number	Enter the guest's phone number.
E-mail	Enter the guest's email address. When you invite the guest, an email with an appoint code will be sent to this email address for visitor check-in at the reception terminal.
Staff	Select the staff in charge of the guest.
Visibility	Select visibility setting of the guest. Everyone: All workers can view the guest info and invite the one. Workers-in-Charge: Only staff in charge can view the guest information and invite the guest.
CUSTOM FIELDS	Enter the guest's favorite drink, hobby, and birthplace.
NOTES	Enter the remarks about the guest.

 

Editing guest's information on the guest book

Open the [GUESTS] tab in the guest book screen on the WorkstyleOS and click the Edit (pencil icon) next to the guest information you want to edit.

 

After editing the guest information, click [UPDATE].

 

Deleting guest's information on the guest book

Open the [GUESTS] tab in the guest book screen on the WorkstyleOS and click the Edit (pencil icon) next to the guest information you want to delete.

 

After editing the information, click [DELETE].

 

The deleted guests registered for at least one appointment will be kept on WorkstyleOS as "deleted guests."
Click the three dots in the upper right corner of the screen and turn on [show deleted guests] to find the deleted guest information.

 

NOTE
・You can not restore the deleted guest information.
・You can not completely delete the guest information.  If you do not want to keep the information, 
  please overwrite the guest information with some unrelated information and save it before deleting it.

 

Registering a company on the guest book

In the "Guest book" screen of the 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 company name to which the guest belongs.
Company Address	Enter the company address to which the guest belongs.
Company Telephone	Enter the company telephone number to which the guest belongs.
note	Enter remarks about the company

 

Editing company information on the guest book

Open the [COMPANIES] tab in the guest book screen on the WorkstyleOS and click the Edit (pencil icon) next to the company information you want to edit.

 

After editing the information, click [UPDATE].

 

Deleting a company on the guest book

Open the [COMPANIES] tab in the guest book screen on the WorkstyleOS and click the Edit (pencil icon) next to the company information you want to delete.

 

After editing the company information, click [DELETE].