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.

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.
​

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

​

​

​

​

​

​

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.
​

​

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:

​

​

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:

​

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.
​

Please read the guide we have provided below if you would like to learn how to import multiple pre-approved guests:

​

​

​

​

​

Please read the guide we have provided below to see how you can edit an existing pre-approved invite:

​

​

​

​

​

​

Please read the guide we have provided below to learn how to access a list of functions for multiple pre-approved guests:

​

​

​

​

​

You will see a screen like the one below, allowing you to make bulk changes and take actions on the records you have selected.
​

​

Please read the guide we have provided below if you would like to learn how you can perform different functions for an individual pre-approved guest:

​

​

​

​

​

Please read the guide we have provided below if you would like to learn how to edit the pre-approved invite email:

​

​

​

​

​

​

​

If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.