Creating a Visit and Inviting Visitors

How to set up visit events and add visitors on the Platform.

Before creating a visit, you may want to add hosts (contact persons). One of these individuals will be designated as the organizer in the visit form.

If your organization has multiple buildings/venues/sites and you want to manage visitors there, you can also add locations.

Creating a visit

To create a new visit, follow these steps:

1. Go to Check-in → Visits.

2. Click Create.

1. Select a visit type and click Next. The different active visit types are listed in a pop-up only if you have added and configured them in the Settings. The default visit type is pre-selected.

Depending on the selected visit type, the fields associated with the visit may differ accordingly. This flexibility allows for tailored and specific information collection based on the nature or classification of the visit.

1. Fill in the required fields, including the visit title, start/end dates and times, and the organizer's name. Other fields, including description and location details, are optional.

The default address and map can be configured in settings to auto-populate these fields.

1. Click Save.

Adding visitors to the visit

To add visitors to the visit, you can:

• Create or upload them directly in the visit details form — refer to the respective instructions.

• Select the visitors who have already been created or uploaded before — read below.

To select existing visitors, follow these steps:

1. On the Visits tab, open a visit to view its details, and click Select.

1. Search for visitors by entering at least 3 letters of their name, then select the intended individuals.

1. Click Save.

As a result, the selected visitors will be added to the visit.

Now you can take different actions with your visitors, such as sending invitations or manually checking them in.