How to pre-register visitors/employees ?

How to pre-register visitors/employees ?

Ankur Rana

Sat, Oct 8, 2022

Read in 2 minutes

Step 1: Login to your Vizitor dashboard.

Step 2: Click on the Invites tab from the left panel.


Note: This feature enables you to efficiently handle all aspects of visitor invitations, ensuring a smooth and organised process. Stay in control and simplify your visitor management with Vizitor’s intuitive Invites tab.

Step 3: Once you are in the Invitees screen, click on Pre Appointment. The Pre Appointment URL will be copied.


Once you are on the invite screen within the visitor, click on Pre Appointment to copy and paste the URL which you can easily share with your visitors to streamline their check-in process .

Step 4: You can send the URL either via SMS or Email to the person you want to pre-invite. Once the person opens the URL a Book Appointment form will be opened.

When the recipient opens the URL, they will be directed to a Book Appointment form, allowing them to conveniently schedule their visit in advance.


Note: With Vizitor’s appointment feature, scheduling your visit is a breeze. Simply fill out the appointment form with the required details, such as your name, contact information, and the purpose of your visit. This streamlined process ensures a hassle-free and organised experience, allowing you to conveniently plan and schedule your visit in advance. Stay in control of your appointments with Vizitor’s user-friendly interface.


Step 5: Once the invitee has successfully filled the form they will be shown a Booking Confirmation screen with their booking date and time.

Note: This confirmation serves as a convenient reference, ensuring both the invitee and the host are aware of the scheduled visit details. With Vizitor’s appointment feature, you can easily manage and keep track of all confirmed bookings, promoting efficient visitor management and a seamless experience for both parties involved.


Step 6: Once the booking is confirmed from the invitee end you will have the details available in your Vizitor dashboard. Along with an option to either approve or disapprove their booking.


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