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 to register guests in bulk using a CSV file.
How to pre-register a guest
- Navigate to the Visits tab in the top ribbon of the web dashboard > New Visit.
- Provide the visit details, beginning with the guest's name and email address. All fields are mandatory, except for optional arrival instructions that can be shared with the guest.
- Use the + to add another guest.
- If you need to register several guests at a time, you can do so using the bulk upload feature. Learn more about uploading in bulk via CSV here.
- Decide whether to send the guests an email invitation by using the check box.
- Click Create when you’re finished adding guests.
- 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.
- If any changes are made before their visit, the guest and the host are notified of the changes via email.
Host email example:
Guest email example:
Notification of changes:
Next up, learn about the visitor check-in experience!