Invite visitors to your office with the pre-registration option in the web dashboard. Robin sends your guest an email invitation. Anyone with the "Guest feature" permission can pre-register a guest.
Admins can also register guests in bulk using a CSV file.
Pre-register a guest
- In the left menu of the web dashboard, go to the Workplace tab > Visitors and select Create Visit.
- Enter the visit details. Start with the guest's name and email address. All fields are mandatory, except the optional arrival instructions for the guest.
- Use the + to add another guest.
- To register several guests at a time, use the bulk upload feature. See invite visitors in bulk with a CSV file.
- Use the check box to choose whether to send the guests an email invitation.
- Select Create when you finish adding guests.
When a guest is registered, the host receives an email confirmation. If the check box is selected, the guest receives an email with details about their visit.
- If the guest must agree to legal documents, they can do so from the email invite at any time before their visit, or when they check in.
- If the guest must complete a health checkpoint, they receive an email with a link to the checkpoint 24 hours before the visit starts, or at once if the visit starts within 24 hours. They can also complete it on the arrival display when they get to the office.
- If anyone changes the visit before it starts, Robin emails the guest and the host about the changes.
Host email example
Guest email example
Notification of changes
Next, learn about the visitor check-in experience.