Members and administrators can register visitors via their branded web and mobile apps.
There are two ways of registering a visitor in the system:
Preregistration
Approval of incoming requests to visit a space
How to preregister visitors
Users can preregister visitors to facilitate a speedy check-in.
To preregister a visit, users follow the following steps:
Go to the Locations > Visitors page.
Tap
Register Visit
top right.Fill in visit details:
– First name
– Last name
– Email — used to send visit details.
– Phone number
– Visit date — a visit code is valid only on the selected date.
– Visit comment - the option to add a comment is only available for administrators.
4. Press Register
.
Upon registration, a visitor will get an email with a 6-digit visit code. The code is used to check in and out on the Reception app. If the code is lost, it can be viewed by the user on the visit details page on the Locations > Visitors.
How to approve visit requests
If a visitor comes without preliminary registration, they can request approval of their host using the Reception app.
To request a visit, guests do the following:
1. Navigate to the reception tablet with the Reception app enabled and tap Check In
.
2. Hit "No".
3. Fill out their personal information and select a host.
The host will get a push notification prompting them to review the request.
If a visit request is approved, a visitor receives an email with visit details. If a visit request is rejected, a visitor is notified of the rejection by email. If no action is taken, the visit request remains on the Requests page.
All approved and registered visits are available for download using custom reports.