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

If the problem persists, contact our team.

Updated on: 04/09/2026