Schedule a group visit to register several visitors at once, for a single date or multiple dates, and choose whether each person is a visitor or a vendor. Each visitor has an individual record created for each date, with their own credential.
Create a Group Visit
- Navigate to Visitor Management and open any day-to-day management page.
- Click + Add a Visitor.
- Fill out the Host Details, Visitor Details, Visit Details, Other Details, and Notification Settings sections described below.
- Click Complete Visitor Registration.
Host Details
- Tenant: Choose the tenant (if you have access to more than one tenant).
-
Floor: Choose the host's floor.
- Note: The destination floor dropdown only appears if the property team has turned on floor selection in Visitor Setup and your company occupies more than one floor at the property.
- If the setting is not turned on in Visitor Setup, the floor option will not appear.
- If the tenant only has one floor, the visit will default to the correct floor.
- Host: Choose the host from the dropdown menu.
Visitor Details
- Enter the visitor's first name, last name, and email.
- Note: Visitor email is required at some buildings and not others. If your building requires a visitor email, you must fill out that field.
- Select Visitor or Vendor from the dropdown menu.
- To add more visitors, click + Add Visitor and enter each visitor's details. There is no limit to the number of visitors you can register this way.
- To add many visitors at once, use the Paste a List tab. Paste one visitor per line, then click Parse List. Supported formats are listed in the Visitor Registration: Property Teams and Visitor Registration: Tenant Admins articles.
Visit Details
- Single Visit: Select a single date and estimated arrival time.
- Multiple Dates: Click + Add Another Date for each additional date and time. You can add up to ten visits at one time.
- Recurring Dates: Choose a visit interval (every day, exclude weekends, or custom days of the week), then set the start date, end date, and estimated arrival time.
-
Access Window (if enabled at your site and the site has an access control integration): The access window determines when the visitor's pass is valid.
- Default: Displays the site's configured default access window.
- Custom Hours: Override the default by setting a custom start and end time for this visit. If the host does not select custom hours, the site default applies.
- Parking Validation (if applicable): Check Create Parking Validation? if parking validation is needed for this visit.
Other Details
All of these fields are optional.
- Note to Visitor from Host: Included in the visitor email.
- Notes for Building: Internal only, not shown to the visitor.
- Reason for Visit: Included in the visitor email.
- Organization Name
Notification Settings
- Check Send Registration Confirmation Email to send a confirmation to yourself as the registering user.
- Under Additional Emails, add any email addresses that should receive visitor notifications. Separate each with a comma. Select which notification types they should receive: Registration/Confirmation, Check-In, and/or Updates/Cancellations.
Visitor Notifications
When a visitor's email address is provided, they will receive a registration confirmation email and, unless disabled in Visitor Setup, a day-of reminder email. The day-of email includes arrival directions. Set the arrival instructions under Visitor Management > Visitor Setup > Arrival Settings > Default Arrival Instructions.
Editing Visits
Once a visitor or group of visitors is added, each visit can be edited individually from the visitor table. Click the pencil icon to edit an individual visitor registration.