Do you have a big marketing event coming up and need to register guests in bulk for your event? With Robin's Visitor Management feature, you can easily add a large group of guests via CSV upload.
1. Navigate to the Visits tab > New Visit.
2. Use the module to enter the visit details: host, building location, time, and visit type.
3. Click Import from CSV.
4. Drag & drop your .csv file or click Select a file to add a file from your computer. * Hot tip: Download the CSV template that's already formatted for you to avoid any errors, just add the guest info and upload it.
- CSV format: Guest name, Guest email (both fields are required)
- You can include up to 500 visitors per CSV upload.
5. Review your imported list and click Done.
6. You can add additional guest instructions to the email invite or uncheck the "send email invitations" option to prevent it from being sent to visitors.
- If the guest is required to agree to any legal documents before their visit, they can do so from the email invitation at any time 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 checkpdo soe 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.
7. Click Create to complete the visitor registration.