Requirements
- Visitor Management
- The Guest permission
You can add multiple guests at once to a single visit, reducing the time it takes to register multiple folks attending office events, client meetings, and a variety of other visit types.
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Navigate to the Visits tab > New Visit. Requires the Guest feature permission
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Enter the visit details. All fields are required except for optional arrival instructions that are shared with the guest.
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Click Add guests.
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Enter the next guest's info and click Add guest and repeat.
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Once you've added all your guests, click Done.
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Review your guest registry and click Create.
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The guests are registered and saved to the Visits list.
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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 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.