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.
Troubleshooting Pre-Registration Issues
When employees encounter difficulties pre-registering visitors, it is often due to permission settings or administrative barriers. Common issues include lack of access permissions or email restrictions blocking notifications.
Permissions needed
Permissions play a critical role in determining what employees can and cannot do within the system. A lack of proper permissions, such as the 'View Users' permission, is a frequent reason for pre-registration challenges.
View All Users and Can receive visitors - 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
Review Groups and Permissions
The 'View All Users' permission ensures that employees can access user profiles required for pre-registration. If this is not enabled, employees may face restrictions in managing visitor entries.
To resolve administrator approval issues, ensure the approval requirement for pre-registrations is disabled in the system settings.
For email delivery challenges, whitelist necessary domains and configure firewalls to prevent notifications being blocked.