Overview
This article explains the Pre-Approved feature on the Custr dashboard, including how to set up, manage, and update your list of pre-approved visitors. This feature allows you to add frequent visitors in advance, enabling a faster check-in process either by scanning a QR code on the iPad or by entering their name manually.
We recommend using the Pre-Approved feature for sites that regularly welcome repeat visitors, such as family members at care homes or parents visiting schools.
How to Add Pre-Approved Visitors
There are two ways to load pre-approved visitors into the system, single entry and bulk import from CSV.
Single Entry
To create a pre-approved visitor, follow the steps below:
On the dashboard, navigate to Dashboard > Invites
Click the + icon
Select New Pre-Approved
Enter the Pre-Approved Visitors details
Click Save
CSV Bulk Upload
To bulk upload pre-approved visitors, follow the steps below:
On the dashboard, navigate to Dashboard > Invites
Click the + icon
Select Import Pre-Approved
Click Pre-Approved
Click Upload a file (a template can be found on the import screen)
Upload your CSV file
Review the Visitor details
Click Save
How to Check-In as a Pre-Approved Visitor (Name Search)
To check in using the name search option, begin typing the visitor’s name. Their pre-approved record will appear in the search results. Simply tap the correct result, and their details will be automatically populated.
How to CheckIn as a Pre-Approved Visitor (QR Code)
To check in using a QR code, open the pre-approved email on your mobile device and hold the QR code up to the iPad camera. The system will automatically recognise the visitor and complete the check-in process.
How to Edit a Pre-Approved Visitor
To edit a Pre-Approved visitor, follow the steps below:
On your dashboard, navigate to Dashboard > Invites
Select the Pre-Approved tab
Select the pre-approved visitor you wish to edit
Click Edit
Make your changes
Click Save
Pre-Approved actions
Single Pre-Approved
To learn how to access a list of actions for a single pre-approved visitor, follow the steps below:
On your dashboard, navigate to Dashboard > Invites
Select the Pre-Approved tab
Click the three dots next to your chosen visitor
Click Select
You will then be able to make any changes on the right hand side
Multiple Pre-Approved
To learn how to access a list of actions for multiple pre-approved visitors, follow the steps below:
On your dashboard, navigate to Dashboard > Invites
Select the Pre-Approved tab
Click the three dots next to a pre approved guest and click Select
Select your chosen record
You will then be able to make bulk changes on the records you have selected on the right hand side
How to Edit the Pre-Approved Email
To edit the Pre-Approved email, follow the steps below:
On your dashboard, navigate to Configuration > Settings
Click Default Emails
Select the Pre-Approved Visitor email
Make your changes
Click Save
