Our pre-registration feature allows you to upload some basic visitor information prior to their arrival. It's designed as an internal tool so your employees can know who's expected and roughly when they'll be arriving, but it can also send emails to incoming visitors to let them know of their appointment. Visitors can be pre-registered one at a time, but if you're expecting a large group, you can also pre-register folks in bulk.

Start on the visit log of the web portal. From there, select the Actions button, then select Import CSV. The Import CSV page includes an example CSV we encourage you to use as a template. The template includes columns for the visitor's name, a TRUE/FALSE column, which you can use to indicate if you want the visitor to receive an email about their upcoming visit and their estimated arrival time, and a column for any additional notes you want to be included in the email to the visitor.

Once you've filled out the example CSV, upload it from the Import CSV page, and your pre-registered visits will be visible on the log. All the same rules as with a single upload apply here; if the visitor's check-in time is sooner than 30 minutes, the email is sent immediately. If a check-in time is not provided, the email will be sent 30 minutes after the file is imported. You can edit pre-registrations, but only before the email is sent; after that, all visit details are locked.

Please note that the CSV requires that visit times be rented in UTC format; be sure to enter your times in the UTC format to ensure that visit times are processed and reflected correctly on the visitor log. If you need help converting your timezone to UTC, this page can help.