Setting up Block list
Learn how to set up your company's Block list.
Updated over a week ago

Enable Block list

  1. Find Block list and click “Enable.”

Choose administrators to alert

On the Security page, under Block list, you will see a field for “Alerts”. Start typing the administrator’s name, and select it when it appears.

Note: Only Global, Location, and Front Desk Admin can receive block list alerts. Adding a Front Desk Admin will give them permission to approve and deny visitors who match to your block list. Learn more about admin roles and permissions.

Add block list entries individually

  1. Click “Add new” then select "Add a single entry" and enter information in any or all of the available fields.

    1. Visitors will be checked against any information you include under “Matching fields.”

    2. The information you include under “Details” will not be checked, but can help your team determine if a visitor is, in fact, the person you blocked.

    3. You can upload a photo of the person you want to block. Photos can be up to 10MB, and can be jpg, png, or animated gif.

    4. Enter the reason you’re adding this person to the block list.

  2. Click “Save.”

  3. Repeat to add more people. To edit someone you block, click the pencil icon to the right of the table.

Add block list entries via CSV

  1. Click Edit (or Enable, if Block list is currently disabled) on Block list.

  2. Click on Add records.

  3. Select Import from CSV.

  4. Upload the list and click Import X records.

Note: A CSV upload will overwrite your current block list. If you don’t already keep a CSV master file on hand, export your current list and add to it.

Formatting your CSV

The CSV needs to have the first row match the record details

Full Name, Aliases, Email addresses, Phone numbers, Keywords, Physical description, Reason for blocking

You can name the rows yourself in a CSV or download this template and simply fill in the rows underneath with the Block List records needed.

Exporting your Block list

  1. Click Edit on Block list

  2. Click on Export at the top of the list of blocked people

Note: The CSV will have all fields plus the ID of the block list entry. If you want to edit the export to include new people and re-upload, simply delete the “ID” column and continue to edit.

Searching Block list

If you have more than 20 entries on your blocklist you can utilize our search function

You can search via any field collected. If you search a portion of a word or phone number anything matching will filter through.

Important notes

  • Block list is managed globally, which means that anyone added to your block list is listed on the block list at all locations

  • Block list must be turned on at a location level, to do this go to Visitors > Settings > Security and click Enable on Block list.

  • You must set Block list admins on a location level. You can have the same admin listed at each location, but you have to set that manually at each location. There is no currently a "Bulk" setup for who to alert.

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