Add visitors to Robin from Outlook

Visitors can also be added from the Outlook add-in.

How to Get Started

When adding guests to a meeting, navigate to the Visitors tab in the add-in, and select which guests to generate a visit for.

Selecting a guest will generate a visit for that user upon submitting or saving the event.

Meeting attendees with email domains from outside your organization will automatically have the option added for a visit, but meeting attendees from inside your organization internal domains can also be added.

Regardless of whether the visitor is an internal or external person, users must confirm that they want to generate a visit for them.

Once added, users will fill out a visitor form including who the host is, what type of visit it is, and any other information required on a custom form.

Upon saving the meeting, any attendee who has been selected will have a visit created for them as if it were from within the Robin dashboard.

This functionality will only be available and visible to customers and locations with Visitor Management enabled.


 

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