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Uploading a Visitor's Information Early
Uploading a Visitor's Information Early

Can I enter a visitor's information before they arrive?

Rain Hyneman avatar
Written by Rain Hyneman
Updated over 2 months ago

The Receptionist has a variety of tools to help simplify the check-in process, either for your team or incoming visitors. Two methods are pre-registering visitors and pre-checking them in. Here are the differences between the two methods and the use cases for each.

If you want visitors to check themselves in ahead of time, you can check out our Contactless Check-In article.

Pre-Registration

Pre-registering visitors is a tool for internal use; it does not expedite the check-in process for your visitors. It is designed to give employees with Visit Log access a heads-up that they have an expected visitor.

When you pre-register visitors, you load them into your Visit Log so that they (and their expected arrival time) will be displayed there. Once they arrive, visitors are matched with their pre-registration when the email they enter during check-in matches the email you entered while pre-registering them.

If you hope to have a tool for internal use and want to know more, this article walks through the pre-registration process.

Pre-Check-In

Unlike pre-registering visitors, pre-check-in is a tool designed primarily to ensure that visitors you know are coming don't have to check themselves in; it puts checking-in visitors in your hands rather than theirs. This is an excellent tool if you are, say, holding an event and know that you will have 15 people attending, and you want to be able to enter those 15 people into the system and manually check them in when they arrive.

Pre-Check In works by manipulating Contactless check-in; you will check a visitor in using your Contactless link, entering their name, email, or other information your team needs. Once you've completed the check-in for the visitor, they will appear in the Visit Log as a queued visit. Once the visitor arrives, select the check-in button next to their name from the visit log. The visitor will not need to interact with the iPad; the work falls to your team.

An image of the Visits page of the web portal. A queued visit is visible.

If you're interested in using this check-in method, please select that chat button on the lower right corner so we can talk through getting a custom set-up for you. If your team already uses this method but you can't quite remember how your process works, chat with us and we can discuss it!

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