Overview
With the visitor invite feature, you can pre-schedule appointments or meetings and send automated invitation emails to your visitors.
These emails can be fully customised to include:
Meeting details (date, time, host, and location)
QR codes for fast, contactless check-in
Parking instructions and directions
Relevant policies, safety guidelines, or pre-visit forms
Using visitor invites ensures your guests have all the information they need before arriving, while your reception team can manage check-ins smoothly and efficiently. Templates allow for consistency across all communications, saving time and reducing administrative effort.
How to Create an Invite
There are two ways to load invites into the system, single entry and bulk import from CSV.
Single Entry
To create a single invite, follow the steps below:
On your dashboard, navigate to Invites
Click the + icon
Select New Invite
Enter the invite details, category, and visitor information
Click Save
CSV Bulk Upload
To bulk upload invites, follow the steps below:
On your dashboard, navigate to Invites
Click the + icon
Select Import Invites
Select Invites
Click Upload a File
Upload your CSV file
Review the invite details
Click Import
The invited visitor will then receive an email that looks like the below:
How to Edit Invites
To edit an invite, follow the steps below:
On your dashboard, navigate to Invites
Click on the invite you want to edit
Click Edit in the top right corner
Make your changes and click Save
Invites vs Pre-Approved
Invite: A one-time visit for a set date and time (e.g., interviewee).
Pre-Approved: Ongoing visits allowed from a set date, with unlimited check-ins (e.g., regular contractors or family members visiting a care home).
How an Invited Guest can Check in When They Arrive
To see how an invited guest can check in, watch the video below:
