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Pre-register visitors

How to pre-register your visitors

Updated over 4 months ago

Pre-registering via Sign-In Dashboard (for users with admin-level permissions)

1️⃣ Click the Sign-In Dashboard icon on the main sidebar.
2️⃣ Click the "Preregister" button at the top right.
3️⃣ Select a Booking Type and either:

  • Search for a previous attendee or

  • Add a new guest by filling out the form.

4️⃣ Click Save to confirm the pre-registration.

Pre-registering via My Account

1️⃣ Click your profile icon at the bottom left.
2️⃣ Select My Account > My Schedule > Pre-register.
3️⃣ Select a Booking Type and either:

  • Search for a previous attendee or

  • Add a new guest by filling out the form.

4️⃣ Click Save to complete the process.

Required Permissions

✔️ To create pre-registration events:

  • View All Users

  • Can receive visitors

✔️ To sign in pre-registered guests:

  • Manage Sign-in and Pre-registration (accessible via the dashboard or calendar screen)

✔️ To edit Booking Types:

  • Perform Setup and Configurations or Manage Calendar

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