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Email Notifications

Learn about the different types of email notifications sent to visitors and staff, and how to customise their content and settings.

Updated over a week ago

Overview

This article explains how email notifications keep your team informed about visitor activity in real time. These notifications are fully customisable and can be configured to meet your organisation’s needs, ensuring a smooth, secure, and professional experience.


Email types

Here’s a breakdown of the different email types:

Notification Type

Description

Visitor Arrival

"Welcome" email sent to the visitor upon check-in.

Visitor Leaving

"Thank you for visiting" email sent to the visitor upon check-out.

Visitor Invite

Notifies the visitor that an invitation has been created with visit details.

Host Arrival

Notifies the host when their visitor checks in.

Host Leaving

Notifies the host when their visitor checks out.

Host Invite

Notifies the host that an invitation has been created with visit details.

No Match Alert

Notifies selected employees when a visitor checks in without a matching host.

Pre-Approved Visitor

Sent to the visitor confirming pre-approved details.

Student Late Arrival (Education)

Notifies selected employees when a student checks in late.

Student Early Leave (Education)

Notifies selected employees when a student checks out early.

Resident Leave (Care)

Notifies selected employees when a resident checks out.

Resident Return (Care)

Notifies selected employees when a resident returns.


Default emails vs. Custom emails


Default emails: Standard emails used across all categories and events unless overridden. Ideal for centralised email communication (e.g., visitor arrival alerts).


Custom emails: Tailored notifications for specific categories, allowing you to send customised emails for certain visits or actions.

How it works

  1. Set Default Emails under Settings

  2. Enable Custom Emails for specific categories if needed

  3. The system uses Custom Emails if defined, otherwise it defaults to the Default Email


How to view/edit default emails

To view and edit your default emails, follow the steps below:

  1. On the dashboard, navigate to Configuration > Settings

  2. Click Default Emails

  3. Select the required email

  4. Edit the details and click Save


How to preview emails

To preview emails, follow the steps below:

  1. On the dashboard, navigate to Configuration > Settings

  2. Click Default Emails

  3. Select the required email

  4. Click Preview

  5. Optionally, send a preview email by entering an email address


How to reset default email wording

To reset the wording of emails, follow the steps below:

  1. On the dashboard, navigate to Configuration > Settings

  2. Click Default Emails

  3. Click Restore Default Emails

  4. Click OK


FAQ

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