How to invite visitors to the workplace

Requirements

  • Visitor Management
  • The Guest permission

Do you have a visitor coming to the office next week?  Welcome your guest with an email invitation using the pre-registration option in the web dashboard.  Anyone with the "Guest feature" permission can pre-register a guest.   

Head this way for registering guests in bulk using a CSV file

How to pre-register a guest

1

Navigate to the Visits tab > New Visit. Requires the Guest feature permission

2

Enter the visit details and click Add guests. All fields are required except for optional arrival instructions that are shared with the guest.

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3

After you've entered the guest's email and name, click Add Guest again to finish adding their info.

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If you need to register more than one guest, click the "Add Guest" button under the name field and continue adding guests. Learn more about uploading in bulk via CSV here. 

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4

When you're finished adding guests, click Done.

5

If you haven't already, you can add additional guest instructions and choose to send an email invitation to the guest(s) or hold off. Then click Create to complete the guest(s) registration and invite.

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6

After a guest is registered, the host will receive an email confirmation that their guest has been registered, and the guest will receive an email with details about their visit (if the checkbox is selected). 

If the guest is required to agree to any legal documents before their visit, they can do so from the email invite anytime before their visit (or when they check in).  

If the guest is required to complete a health checkpoint, they'll receive an email with a link to complete the checkpoint 24 hours before the visit starts (or immediately if the visit starts within 24 hours). They can also do this when they get to the office from the arrival display.

Host email example:

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Guest email example:

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5

If you need to cancel a guest visit, locate it on the visit log and click the X on the rightNote: edits are not supported at this time. You'll need to cancel the registration and redo it.

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Next up,  learn about the visitor check-in experience!

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