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Pre-Register Visitors

Can I schedule visitors prior to their arrival?

Rain Hyneman avatar
Written by Rain Hyneman
Updated over a week ago

The Receptionist has two ways to track visitors who have not physically checked into your location yet. If you're primarily hoping to allow employees to view expected visitors, Pre-Registering visitors is the tool for you. However, Pre-Registration is not a way to expedite visitor check-in. If you want visitors to begin check-in remotely or are looking to expedite the check-in process, then Contactless Check-In may better fit your needs.

When you pre-register visitors, you will pre-load those visitors into your Visit Log so that their basic information is stored and completed upon arrival. Visitors will find their pre-registration when the email they enter during check-in matches the email you enter while pre-registering them.

Getting Started

Start on your Buttons page to the left of your account dashboard. Select 'Existing Buttons' on the right of your buttons page, then click to edit your check-in button. Scroll to the 'Select Employee Contacts' section and turn on 'Pre-Register Visitors.' Don't forget to save your changes!

The Select Employee Contacts section of the Button Editing screen. Pre-Register Visitors has been toggled on.

Now that you have enabled Pre-Registration, navigate to your Visit Log. This is where we will hold their check-in until arrival.

Pre-Registering Visitors

Once you open your visitor log, you can select the Actions button in the upper right-hand corner of the page and then +Add Visit.

The Visit Log page of the web portal.

If you have enabled visitor Pre-Registration on multiple buttons, your first selection when you click 'Add' Visitor' will be which button you want to save this visitor for. The only required field here is the visitor's email address. There are also optional fields for Estimated Check-in Time, sending a Pre-Registration Email, and Additional Instructions. Any additional instructions will be included in the email visitors receive and can be used to guide visitors towards parking, the door they need to enter through, or any other information that will help them check in.

The Pre-Registration page, prompting the User for an Email Address and additional information.

If the estimated check-in time is sooner than 30 minutes, the email is sent right away. If an estimated check-in time is not provided, the email will not be sent for 30 minutes. You will not be able to edit any pre-registered visit after the email is sent or after 30 minutes. Email send times are approximate and depend on network latency.

Once added, Account Owners can view the Pre-Registered visits in the log. Visitors will receive an email alerting them to their scheduled visit with instructions on checking in when they arrive.

The email visitors will receive upon being pre-registered.

When your visitor arrives and enters an email address that matches one created during pre-registration, they'll be asked to confirm (continue with check-in)ย or edit their information.

An image of The Receptionist app when a pre-registered visitor enters their pre-registered email address, prompting the visitor to edit their information if needed.

Please note that, if the pre-registration was entered more than three days ago and the estimated time of arrival was more than three days ago, the pre-registered visit will no longer display in the visit log. Pre-registered visitors can still check in as normal, even if the pre-registered visits have expired in the log.

You can also pre-register visitors in bulk! Check out this article to learn more.

Have questions or need assistance? Try clicking on the orange chat bubble in the lower right corner to livechat with a member of the team!

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