Information

You want to register a company for an appointment in the future. During registration, you only enter the number of visitors.

Alternative

Pre-register group: If you want to register each member of the group by name, use this function.

Method

1. On the ribbon, go to the New tab and click Visitor > Pre-register company.

The Pre-register company dialog box contains fields with information on the planned appointment, the location of the appointment, and the group.

Mandatory fields are marked with a red asterisk.

Fields with a pencil icon contain keyword lists. When you enter a value in the respective field, matching list entries appear.

2. Fill out the fields accordingly.

Send e-mail invitation: In the Invitation template field, select an appropriate invitation template. Once you click OK, the e-mail is sent.

3. Click OK.

Result

The file is created in the // Visitor management // Visitors // [Year] // [Month] folder.

As the appointment will take place in fewer than 30 days, the file also appears in the folder // Visitor management // Visitor groups by deadline // Groups expected in the next 30 days.

The Company form contains the entered information. Each member of the company also has their own form, which you can edit.

Outlook

You can correct or update data entered for the company and company members with the Edit pre-registration function.

Before the appointment or on the day of the appointment, you can create visitor badges.

You can add visitor pictures and request signatures on the day of the appointment.

If the visitor cancels, you can cancel their registration.

Otherwise, you can use the Check in visitor function on the day of the appointment.