Visitor invites
What it is
Visitors booked in advance, with a code the gate can scan.
Why it matters
Speeds up arrivals and gives the gate a list of expected guests.
When to use it
Hosts invite visitors; the front desk checks them in on arrival.
Who uses it
Administrator
How to get here
Section titled “How to get here”- Sign in as Administrator (see Signing in).
- In the left menu, click Front Office to open it.
- Click Invites.
What you see
Section titled “What you see”- The list has these columns: Visitor, Visiting, Purpose, Expected, Status. Click a column name to sort by it.
Buttons on this screen
Section titled “Buttons on this screen”- Invite a visitor — opens a form to add a new one. See Filling in the form below.
Filling in the form
Section titled “Filling in the form”- Click the New button at the top right.
- Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
- Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.
The fields
Section titled “The fields”| Field | Type | What to enter, and why |
|---|---|---|
| Full name * | text | The visitor's full name, as shown on their photo ID. |
| Organisation | text | The company or group the visitor comes from, if any. |
| Phone | phone | The visitor's phone number. The entry code is sent here by text. |
| text | The visitor's email address. The entry code is sent here too. | |
| Expected on * | date | The date and time the visitor is expected to arrive. |
| Entry point * | choose | Choose the door or desk the visitor will come in by. |
| Purpose * | choose | Choose the reason for the visit, such as a meeting or a delivery. |
| Visiting | choose | Pick the staff member or place the visitor is coming to see. |
| People in party | number | How many people are coming, including the visitor. |
Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.
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