Who is this article for?

Front desk staff and hosts who need to pre-register visitors before they arrive onsite.

THIS access to the visitor management dashboard and THESE permissions to register guests are required.

This article explains how to use the pre-registration form to register visitors in advance, ensuring a smooth check-in experience.

Steps

Step 1: Open the pre-registration form

Select the Pre-Register tile from the dashboard to open the visitor registration form.

Step 2: Fill out visitor details

Complete the following fields:

• Company: Enter the name of the visitor’s company.
• Full Name: Provide the visitor’s full name.
• Visitor Type: Choose from Visitor, Contractor, Staff, or VIP.
  Note: VIPs skip induction content and photo capture during sign-in.
• Phone: Enter the visitor’s phone number with country code.
• Email: Provide a valid email address.
  Note: This is where the badge and induction content will be sent.
• Visit Date & Time: Specify the expected arrival time.
• Host: Select the host responsible for the visitor.

Step 3: Bulk register (optional)

To register multiple visitors at once, use the Bulk Register option.

Step 4: Submit the registration

Once all fields are completed, click Register to finalize the pre-registration.

Tips

• Double-check email addresses to avoid delivery issues.
• Use Bulk Register for events or group visits to save time.
• Select VIP only when induction and photo capture are unnecessary.

Related articles

• How to manage visitor check-ins
• Troubleshooting visitor registration issues
• Understanding visitor types and permissions