In this Help Doc
See also
Guest Expiration
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Here you can edit when a Guest's access expires
Click Update
Name and Number
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Enter the Guest's details as required
Click Update
Location
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Enter the Guest's location details as required
Click Update
Avatar
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Click Choose File and upload your picture
Click Update
See also
Employee Settings
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Enter Employee ID
Enter Date Hired
Enter Type of Employee
Status - choose status, see Organization Settings - Member Status Options
Enter the Cost Center
Click Update
Notifications
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Edit Guest
Adjust the notification settings as required
Click Update
How to Promote a Guest to a Member
Promote a single guest to a member
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Click on Promote to Member
Edit member details as described in the other steps above
Click Promote
Promote multiple guests to members in bulk
First, export the Guests report to get the Member ID which identifies the guests. To export a report, see Data Export. The Guests report will look like the above picture.
Copy columns B, C and D from step 1 in a new .csv file. If you want to change their email, you can enter the desired email.
You need to import the .csv file into MetaPulse. To do that, see How to Import Members in Bulk. Skip step 5. On step 6, you will attach this .csv file.
How to Delete a Guest
Select Settings
Click on Guests
Choose Manage next to the Guest you want to edit
Select Delete Guest
Click OK on the pop up that appears