Set Match Method

You can set the match methods to determine the match items (e.g., the name and ID) to match the visitors and the entities to be monitored when checking in and reserving for visitors.

1. On the top left of the Web Client, select > Passing Management > Visitor > Watch List.
2. Click Match Method to open the Match Method pane.
3. Set the match items for matching the visitors and the entities during reservations or checked-in.

   Match via Name

   If the name of a visitor matches that of an entity in the watch list, the Entities in Watch List Matched window will pop up when the visitor is reserved or checked in.

   Match via ID

   If the ID number of a visitor matches that of an entity in the watch list, the Entities in Watch List Matched window will pop up when the visitor is reserved or checked in.

   Match via Company

   If a visitor's company matches an entity in the watch list, the Entities in Watch List Matched window will pop up when the visitor is reserved or checked in.

   Match via Country/Region

   If a visitor's country/region matches an entity in the watch list, the Entities in Watch List Matched window will pop up when the visitor is reserved or checked in.

4. Configure name match settings.
   Note:

   To make the name match settings take effect, you need to check Match via Name first.

   Match First Name Only

   If the first name of a visitor matches that of an entity in the watch list, the platform will determine that the visitor name matches the entity. For example, assume that the name of a visitor is Andrew Lee and an entity in the watch list is Andrew Peterson, the platform will determine that the former matches the latter.

   Match Full Name

   Only when the full name of a visitor matches that of an entity in the watch list will the platform determine that the visitor name matches the entity.

5. Click OK.