A super-quick guide to setting up events in VisitorBook.
You can add an event in your VisitorBook system and register visitors for the event ahead of time.
Benefit of adding events #
Currently, the main benefit of adding events is enabling registered visitors to sign in using a Booking ID. This makes sign-in a smoother process for visitors as name fields are auto-populated.
Another potential benefit is to make it easier for reception staff to direct visitors more efficiently on arrival. They can view the visitor list for a particular event and event details such as the organiser on their VisitorBook Admin Portal.
Process for managing events #
- Add an event to VisitorBook. Add details such as the event title, date and time, reference and who is the event organiser.
- Add visitors to the event ahead of time. You can select from past visitor records or add a new visitor record. You can also store important information about the visitor in custom fields.
- Send visitors the booking ID/reference for the event.
- Event visitors use the booking ID/reference to sign in on arrival.
Important:
- Visitors can be added to the event ahead of time, but they are not signed in. Visitors must still sign in on arrival.
- Currently, you cannot email the booking ID to visitors directly from the system. This will have to be organised separately.
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