Contents
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 |
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."
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