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Create Profiles

Profiles, like contacts in an address book, are people on OneTap's database (alias for customers, employees, students, guests, visitors).

Written by Karsh
Updated today

Creating Profiles on the Dashboard

You can upload Excel files of all the Profiles you need to check-in, or you can add them one-by-one. Uploading Excel files will take all of the custom headings that you have and upload them to our system. 


Create a New Profile on the Profile Tab

1- Goto the Profile Tab
2- Click on the "New" Button


3-Once you have entered the information, click on the Create Button





How to create & add a profile to a list

1- Once you have created a list then click on the list to go inside
2- Clcik on the "Add profiles" Button and Add profile


3- On the right side, a drawer will be open
4- Click on the "Create profile" button



Creating Profiles on iOS

Prerequisite: Create a list to add profiles to. See this article for more information: How do I create a List?

Once you have created a list, you can easily add profiles to it. 

Step #1

Tap the icon in the top right corner of the person with a plus sign: 

Step #2

Tap Create New in the top right corner:

Step #3

Tap the inputs to fill out the information, then when you're finished tap Create in the top right corner:

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