Visit Summary Email

How do I email visitors with a copy of their Legal Agreement and visit details?

Hannah avatar
Written by Hannah
Updated over a week ago

Automatic visit summary emails are a great tool โ€” they can be used to thank visitors, ensure they have copies of any legal agreements they signed, and more. Like most of our features, you can turn this feature off and on on a per-button basis, making it totally customizable.

To make changes, start on your Buttons page. Edit the button you want to turn summary emails on or off for by selecting "Existing Buttons" and then selecting the "Edit" button next to your check-in button. From there, scroll to the bottom of the page to enable or disable the feature.

A screenshot of the button editing page of the Additional Options section. The Summary Email button is toggled on.

Visitors will receive their Visit Summary Email five minutes after they check out. The email will look something like this:

An image of an example Visit Summary Email. It includes the visitor's name, who they visited, and a copy of the agreement they signed.

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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