Preregister visitors from the dashboard
REQUIRED ACCESS
Admin, Host
DIFFICULTY
Basic
ESTIMATED TIME
1 minute
APPLIES TO MODULES
Dashboard, Visitor Management
PREREQUISITES
You are logged in to the VisitUs dashboard.
STEPS HEADING
Send a pre-registration invitation
SUMMARY
Send an invitation to a visitor before they arrive, allowing them to complete induction and sign-in details in advance.
STEPS
1. Click the Pre-Register button in the Dashboard section at the top navigation bar.
2. The "Pre-register a visitor" form will appear.
3. Enter the visitor's details:
* First Name (Required)
* Last Name (Required)
* Email (Required for sending the invite)
* Mobile (Optional)
4. Select the Host who they are visiting.
5. Choose the Sign-in type (e.g., Visitor, Contractor).
6. Set the Date and Time of arrival.
7. Click Pre-Register to send the invitation.
VALIDATION CHECKLIST
– A success message appears.
– The visitor receives an email with a unique link to complete their registration.
– The visitor appears in the "Pre-registered" list on the dashboard.
TROUBLESHOOTING
– Problem: Button is disabled.
– Fix: Ensure all required fields (marked with *) are filled in.