Efficient Badge Scanning Process

This document provides a streamlined approach to managing visitor badges effectively during the High Point market. The following steps will guide you through using your device to scan badges, manage visitor data, and ensure a seamless experience for both staff and visitors.

Step 1

Begin by logging into your device, whether it's an iPad, tablet, or mobile phone. Once logged in, locate and select the "More" option.

Step 2

After clicking "More," select "Trade Fair Visitors" from the top menu. If there are no registered visitors, your screen will display a blank page with options for a scanner and a camera.

Step 3

You will see two options: scanner and camera. If you have a scanner available, connect it to your device, align it with the badge, and proceed with scanning directly.

Step 4

If using the camera, click on the camera icon and align it over the badge. This action will scan the badge and automatically populate the visitor details.

Step 5

Upon successful scanning, a pop-up will appear with the visitor's details. Click on this pop-up to view all the relevant information at the top of your screen.

Step 6

By clicking on the details, you can view information such as the visitor's name and other relevant data. If there are duplicate records from your database, a duplicate checker will alert you.

Step 7

For visitors who are existing customers, you can directly link them by clicking the link button and confirming with "Yes." If the desired customer does not appear, use the manual link option to search and connect them.

Step 8

Access your customer dashboard to search and link the visitor to an existing customer. For new visitors, select "Create New Customer."

Step 9

The customer form will display, showing all information gathered from the badge scan. Add any additional details if necessary and click "Save."

Step 10

Once saved, the customer will be successfully created and linked. Review the linked information to ensure accuracy.

Step 11

Return to the main screen and use the refresh button. This will update the status, indicating whether the visitor is an existing customer.

Step 12

If the visitor is new, they will be marked as such. Should scanning issues arise, utilize the "Add Visitor" option.

Step 13

Complete the customer form by entering the necessary details and click "Create New Visitor." If ZIP code mapping is set up, the relevant sales representative will be notified automatically.

Step 14

If manual notification is required, use the "Notify Sales Rep" option. Select the appropriate representative and confirm by clicking "Done" and then "Notify."

Step 15

To export the information to Excel, click on "Export Sheet." This section also allows you to notify or delete visitors if needed.

Step 16

Thank you for following the badge scanning process.