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Pre-registering Guests

Geoff avatar
Written by Geoff
Updated over a month ago

Being able to get more information about guests before the day that they visit would enhance both the physical and health-related safety and security of your organization. That is where the pre-registration of guests shines.

To pre-register guests, go to the Sign In Dashboard or My account depending on what permissions your Admin gave to your User group.

Sign In Dashboard

  • Click on the Sign In Dashboard icon on the main sidebar.

  • Click the 'Preregister' button at the top right.

  • Select the Booking Type, search for a previous attendee or add a new one, fill out the form with the required information, and hit the 'Save' button.

My Account

  • Click on your profile icon at the bottom left, hit My Account, go to My Schedule, and click on Preregister

  • Select the Booking Type, search for a previous attendee or add a new one, fill out the form with the required information, and hit the 'Save' button.

Permissions needed

  • View All Users, Can receive visitors and (Make Bookings, Manage booking, or Manage calendar) - needed to create pre-registration events

  • Manage sign-in and pre-registration - needed to sign in pre-registered guests from the dashboard and the calendar screen.

  • Perform setup and configurations or Manage Calendar - needed to edit Booking Types

For more information get in touch with your support team.

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