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# Register your regular visitors as visitor contacts

> A visitor contact is someone Anghello recognizes from one visit to the next: they can be pre-registered again in two clicks and benefit from the Safety history (instructions, quiz and fields not needlessly asked again). This guide shows you how to turn a one-time visit into a contact, manually or automatically.

**Audience:** Administrators, Managers, Receptionists
**Application:** Admin (app.anghello.co)
**Estimated time:** 5 minutes

---

## Before you start

* **Visit preregistration** must be enabled on your site
* You must be an **Administrator**, or a **Manager / Receptionist** of the site where the visit took place
* A visit already linked to a pre-registration already has its contact: nothing to do

---

## Steps

### Option A — Convert a visit manually

1. In the left-hand menu, go to **Visitors** and open the visit concerned.
2. In the actions menu, click **Convert to visitor contact**.
3. The window is pre-filled with the first name, last name, company and — if an email-type custom field was filled in — the email address. Complete or correct as needed. The email is optional.
4. Click **Convert**.

Result:

* If a contact with the same email (or, without an email, the same first name + last name + company) already exists, the visit is attached to it: message **Visit attached to the existing visitor contact**.
* Otherwise, a new contact is created: message **Visitor contact created**.
* In both cases, the contact's Safety history is fed with what **actually** happened during this visit: the quiz answers, and the instructions only if the visit carries the **Accepted at check-in** or **Accepted online** status (visit's **Safety** section). If the instructions step was skipped, or if the visit predates this feature, nothing is recorded for the instructions: the contact will be asked them once on their next pre-registered visit.

After conversion, the **View the visitor's contact record** action takes you straight to their record.

### Option B — Create contacts automatically

You can let Anghello register as a contact every one-time visitor who has met your safety requirements.

1. Go to **Settings** > **Sites** > your site > **Preregistration** tab.
2. In the **Automatic contacts** section, turn on **Automatically register compliant visitors as contacts**.
3. Save.

From then on, at every check-in of a visitor **without a pre-registration** who has accepted the instructions and/or taken the quiz (depending on what is enabled on the site), a contact is created with their safety history.

A visitor already known as a contact is linked to their record on every check-in, even when the instructions are not asked again (a still-valid acceptance remembered on the device): their visit history stays complete. A skipped step, however, adds nothing to their Safety history.

⚠️ **Important:** this setting is off by default and commits you to retaining personal data. Enable it knowingly and check your GDPR notices.

---

## Good to know

💡 **The email comes from the email-type custom field.** If your check-in form has none, automatic contacts are created without an address: they cannot receive invitations until you fill in their email in their record.

💡 **Automatically created contacts are marked "Not verified"** (self-declared data at the kiosk), whereas a manual conversion marks the contact as "Verified": you are vouching for the identity.

💡 **A visitor who asks for their visit to be anonymized is never converted**, neither automatically nor manually: the **Convert to visitor contact** action is not offered on their visit.

💡 **The Safety history kicks in from the contact's next pre-registration.** A regular who keeps coming without a pre-registration will still be asked everything at the kiosk.

💡 **No setting has any effect if neither the instructions nor the quiz are enabled** on the site: a visitor cannot be "compliant" without a requirement.

---

## Troubleshooting

| Problem | Solution |
| ---- |
| The **Convert to visitor contact** action does not appear | The visit is already linked to a pre-registration or to a contact, has been anonymized, or the visitor asked for their visit to be anonymized. Also check that you are a Manager or Receptionist of the visit's site. |
| The message "The conversion failed" appears | Try again: an interrupted conversion resumes where it stopped. If the error persists, check the format of the email address entered. |
| A duplicate contact was created | Matching is done on the email, or failing that on an identical first name + last name + company. A spelling difference or a missing company creates a new contact. Fix the record under **Preregistration** > **Pre-registered Contacts**. |
| Automatic contacts are not created | Check that the setting is enabled on the **right site**, that the instructions and/or quiz are enabled, and that the visitor actually completed them. A one-letter last name is not registered as a contact. |
| A visit from a known contact shows as a "One-time visitor" | Matching is done on the email, or failing that on an identical first name + last name + company: a different entry at the kiosk prevents the link to the existing record. |
| A converted contact is asked the instructions again on their next visit | The instructions were only recorded if the converted visit carries the **Accepted at check-in** or **Accepted online** status. In the other cases, they are asked once and then remembered. |

If the problem persists, [contact our team](mailto:support@anghello.co).

