This article will explain the Pre-Approved feature on the dashboard and how to use it. Read this article to learn more about how to use Pre-approved invites on the e-Reception Book dashboard.

What is Pre-Approved?

The 'Pre-approved' feature on the e-Reception Book dashboard enables you to set up individuals who frequently visit your workplace with a quicker way to sign in upon arrival. This can be done via QR code scanning on the iPad or by inputting their name.

For instance, you might create a pre-approved entry for cleaners or contractors who regularly come to your workplace. By entering and approving their details in advance, they can sign in swiftly, streamlining the process for efficiency.

How to add a Pre-Approved guest

To see how you can create/add a pre-approved guest on the e-Reception Book dashboard, please read the guide below:

How the email will appear to your pre-approved guest:

Pre-approved guests will also have the option to click a link in the email that allows them to fill out their check-in details in advance. This speeds up the sign-in process when they arrive, as all the details will have already been entered.

Adding your QR Code to Apple/Google Wallet

Once visitors have received their email, they will be given the option to add their QR code to their Apple/Google Wallet, this will further enhance the check-in process.

If you would like this pass to your wallet, please watch the video we have provided below:

How to check in as a pre-approved guest (Name Search)

To check in using the name search function, you will need to start typing the visitor's name, and their pre-approved profile will appear. Tap the result, and all the pre-approved details will automatically load.

Please watch the video we have provided for an example of this:

How to check in as a pre-approved guest (QR Code)

To check in this way, open the pre-approved email on your mobile device and hold the QR code up to the QR scanner on the iPad. Watch the video below for an example.