In this article, we will go through the visitor registration process. By creating visits ahead of time, you ensure a seamless experience for your visitors as well as yourself. Let's get you started!

There are two ways you can create and manage visitors, through the Feed or directly into the Visitors module (if you have admin privileges).

1. Head to the Visitors tab or Feed.

2. Click on Create a Visit at the top of your screen by clicking on the '+' icon

3. A new window will open enabling you to seamlessly create one or multiple visits.

3.1 Add Visitors: Complete the visitor fields to build up your visit/s. First name and Second name are always mandatory. Please note, that for the other fields, this depends on your Visitor settings.

Also, note that some fields relate to functionality such as emails. Without it, no email invites can be sent out.

Alternatively, you can upload visitors via a .csv file. Use the import icon at the top right of the window.

Note: Visit CSV upload don't save the visitors to the address book.

3.2 Schedule: Select the date/s and times your visitors will be on site.

3.3 Host: Select your host/s and organiser/s. Both can manage the visit but only the host will appear in the email invite. You can also select if they receive email notifications related to the visit or not.

Note: the visit has to have a host.

Note: If you are creating a visit through your Feed, you won't be able to change the host.

Note: An organiser is someone who has full visibility of a visitor anywhere in the system that a host normally would with edit rights but isn't shown as the host (e.g. a personal assistant).

3.4 Email Invitations: Enable the email invite toggle if you want emails to be sent to your visitors. You can then select when they are sent; immediately, on a specific date, or a certain amount of days before the visit date.

You can select if you wish an email invite to be sent to them, if you want to add them to the address book and if you want to make them private*.

*This means that the visitor will be added to the address book but won't appear in any searches (outside of the Visitors Module).

4. Click on Create Visit.

Note: Only hosts and organisers will be able to manage visitors from their Feeds. Other admins with correct roles will only be able to manage the visitors from the Visitors Module.

5. Upon the creation of a visit, if you have enabled the option, the visitor will receive an email confirming the details of their visit.

They can then view details about their visit by following the link and completing the steps (should there be a questionnaire).

Note: The visitor has to submit the questionnaire for the answers to be submitted. Should they leave the page, they will have to start it all again.

Note: The hosts and organisers will receive an email to let them know when their visitor has completed their questionnaire, should that have been set up in Visitor Management Configuration section.

Admin can assign spaces to visitors. this can be a desk, parking, locker or even a meeting room. To do so, simply open your visitor details page and assign spaces using the right-side Assign section.

You can find in your visitor profile page all the details related to them and their visit, including the questionnaire status and activity log.

The ID number in the text field in the Visitor details window allows the receptionist at the front of the building to track visitors for the day by entering a given badge to the guest.

Admins can also add notes to the visitor page.

Note: You can print your visitor a label. View our dedicated article about it here.