Adding employees to your e-Reception Book account, allows them to be selected when a visitor checks in, which can then notify the employee of their arrival.

There are two ways to add Employees to the e-Reception Book; individually one at a time or in bulk via a CSV file.

CSV upload

  1. Complete the CSV template

  2. Export the file as a CSV.

  3. Go to Contacts > My Employees.

  4. Click on “Import.”

  5. Once on the import page, click “Browse” and choose your file.

  6. Review your employee list in preview.

  7. Click the “Upload CSV” button.

Manual upload

This method is easy, but time consuming. It’s not recommended unless you have very few employees and little turnover.

Adding employees manually

  1. Go to Contacts > My Employees.

  2. Click “Click Create New.”

  3. Fill in the Employees details

  4. Click “Create an Employee.”

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