Visitor Registration: Property Teams

Register Visitors on the Dashboard

1. Navigate to the Visitors module and open any day-to-day management page.
2. Click + Add a Visitor.
3. Fill out the Host Details section:
   • Tenant: Select the tenant the visitor is associated with.
   • Floor: Select the floor the visitor will be visiting. Note: this field only appears if your site is configured to require floor selection at registration.
   • Host: Select the host the visitor is visiting.

4. Under Visitor Details, choose how to add visitors: 
   Individual

   • Enter the visitor's First Name, Last Name, Visitor Email, and Visitor Phone (optional).
   • Select the visitor type from the dropdown (Visitor or Vendor).

   • Click + Add Visitor to add additional visitors to the same registration.

     

   Paste a List

   • Click the Paste a List tab.
   • Paste your visitor list. Enter one visitor per line, with name and email separated by a comma. The platform will infer first name, last name, and email from each row. If your site has SMS notifications enabled for visitors, phone number will also be detected. 
   • The platform will review each row and display how many entries are valid and how many have issues. Click into any flagged row to see the details and make corrections. Required fields are based on your site's visitor settings, so if email is not required at your site, a missing email will not be flagged as an error. 
   • You can also add individual visitors manually within the same paste list flow using the add visitor option. Select the visitor type (Visitor or Vendor). This applies to all visitors in the list. 
   • Watchlist matching does not display inline during the paste list flow. Once visitors are submitted and visits are created, standard watchlist alerts and notifications will fire as expected.

   • Click Next: Review to proceed.

     

5. Under Visit Details, configure the visit:
   • Single Visit: Select a single date and estimated arrival time.

   • Multiple Dates: Click + Add Another Date for each additional date and time. Edit each using the calendar icon.
      

     

   • 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.

     

6. 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. The custom window will override the site default. If the host does not select custom hours, the site default applies.
7. Parking Validation (if applicable): Check Create Parking Validation? if parking validation is needed for this visit.
8. Fill out the Other Details section as needed:
   • 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: Optional.
9. Under 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.
10. Click Complete Visitor Registration.

Register Visitors on the Mobile App

1. Click on the hamburger bars (three horizontal lines) in the top left of the home screen. 
2. Click Visitors to open the visitor form.
3. Add visitor information (first name, last name, and email address)

   • To add additional visitors Click + Add Another Visitor and repeat step 3 for each visitor

     

4. Add date and time information:
   • Single visit: Select a single date and estimated arrival time.
   • Multiple dates: 
     • Fill out the initial date
     • Click +Add Another Date for each additional date and time. 
     • Edit each date and time by clicking on the calendar icon.

     • Choose this for multiple (up to 10) individual visits.

       

   • Consecutive dates: 
     • Click Consecutive Date Visit

     • Choose the start date, end date, and estimated time of arrival. 

       

5. Fill out additional visitor details if prompted. 
6. Click Submit. 

Bulk Upload Visitors

For large groups, you can upload visitors using a CSV template. For instructions, see the Bulk Visitor Upload article.

Editing Visitor Directions for Your Organization

1. Navigate to the Directory section of the dashboard, then click on Tenants.

2. Click on the pen to edit the tenant visitor directions.

   

3. Scroll down to the Visitor Management Settings section and your customized guest visit email instructions.