The Visitors section covers the full visitor journey - from creating or inviting a visitor, through self-service registration, to arrival, departure and record management.

Journeys

• Journey: You Enter the Visitor’s Details - add, invite, approve, arrive
• Journey: The Visitor Registers Themselves - link, code, form, approval
• Journey: A Walk-in at the Kiosk - no invitation; the kiosk and the host take it from there

Getting visitors into the system

• Add Visitor - register a walk-in visitor manually
• Invite Visitor - schedule a visit and share the pass ahead of arrival
• Visitor Registration - share the self-registration link or QR code and process requests
• Visitor Self-Registration - what visitors see when they register themselves
• Group Pre-Registration - one leader registers a whole group
• Invite a List of Visitors - import a spreadsheet of visitors

During the visit

• Check-in and Check-out - the visit lifecycle from arrival to departure
• Visit Passes - the credential the visitor presents at the checkpoint

Managing records

• Edit Visitor - update a visitor’s details, photo and documents
• Delete Visitor - permanently remove a visitor
• Change, Cancel or Re-send a Visit Pass - when plans change

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Table of contents

• Add Visitor
• Invite Visitor
• Visitor Registration
• Edit Visitor
• Delete Visitor
• Visitor Self-Registration
• Group Pre-Registration
• Check-in and Check-out
• Visit Passes
• Managing Group Registrations (Admin)
• Host Approval
• Watchlist
• Documents on a Visitor
• Approval Workflow
• Walk-in Registration and Check-in
• Supporting Documents
• Reception Host Approval
• Quick Check-out and Card Return
• Journey: You Enter the Visitor's Details
• Journey: The Visitor Registers Themselves
• Journey: A Walk-in at the Kiosk
• Change, Cancel or Re-send a Visit Pass
• Invite a List of Visitors