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Setting up registration for Invites
Setting up registration for Invites

This article outlines how to set up and configure registration.

Updated over a week ago

Enable or disable registration

  1. Go to Visitors > Settings > Invites.

  2. Locate Visitor invites.

    1. To enable, toggle to the “on” position, if it is the first time setting up, click "Enable registration".

    2. To disable, toggle to the “off” position.

Enable or disable Approval required for unexpected visitors

Available on Premium and Enterprise plans

  1. Go to Visitors > Settings > Invites.

  2. Locate Approval required for unexpected visitors. This applies to walk-up visitors to the kiosk.

  3. Click Enable, then Save. Front desk admins at this location will be notified via email to approve or deny the kiosk walk-in visitor.

    1. The entry in the visitor log will show the option to approve or deny.

  4. Optionally, you can allow hosts to approve their uninvited visitors via slack, instead of front desk admins. If this feature is enabled, the host will get a slack message with the visitor details to approve. The host's response is then sent to the front desk admin(s) via slack.

Enable or disable invite notifications

When invite notifications are enabled, your Front Desk Admin will receive an email every time an invite is created. If no Front Desk Admins are configured at the location, the emails will be sent to the Location Admins. A Global admin will be notified if you don't have a Front desk admin OR a Location admin at that location.

  1. Go to Visitors > Settings > Invites

  2. Locate Invite notifications.

    1. To enable, toggle to the “on” position.

    2. To disable, toggle to the “off” position.

Customize the invite email template

The invite confirmation email will always contain your logo, the name of the host and visitor, and the date, time, and location of the visit. You can further customize the template to contain information that’s relevant to your location.

Tip: Include directions, parking instructions, a reminder to bring ID, or any information that would help all visitors.

How to customize the invite email

  1. Go to Visitors > Settings > Email templates

  2. Click Add template.

  3. Name your template

    1. If you intend to use one template per sign-in flow we suggest naming it with the same name as the visitor type you want to connect it to.

  4. Edit the various sections of your email & click Save.

Learn more about configuring the invitation email.

Related Articles
Setting up host notifications
About Registration with Invites
Slack
Block List for Visitors
Invite Approvals
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