Robin Visitor Management lets you register a large group of guests at once with a CSV upload, for example for a big marketing event.
- Go to the Visits tab > New Visit.
- In the module, enter the visit details: host, building location, time and visit type.
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Select Import from CSV.
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Drag and drop your .csv file, or select Select a file to add a file from your computer. Tip: download the CSV template. It has the correct format, so you avoid errors. 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.
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Review your imported list and select Done.
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Add guest instructions to the email invite if you want. To not send the invite to visitors, clear the "send email invitations" option.
- If the guest must agree to legal documents, they can do so from the email invitation 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 complete the checkpdo soe 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.
- Select Create to complete the visitor registration.