Send your visitors invitations filled with everything they need to know about their upcoming visit to speed up the check-in process.
Enable Pre-Registration
Visitor Pre-Registration setting must first be enabled by a Teem admin to allow pre-registration:
1. From the Teem Dashboard homepage, select Manage > Teem Account > Enable Features.
2. Find the Visitor Pre-Registration section. Toggle the setting to ON to enable visitor pre-registration.
Pre-Registering Visitors
Once the visitor pre-registration setting is enabled, employees can pre-register visitors and send an invitation email for an office visit:
1. From the Teem Dashboard homepage, select My Visitors from the menu tray.
2. Select NEW INVITE.
3. From the slide-out view, provide the visitor's information:
- First Name
- Last Name
- Email Address
- Arrival Date
- Arrival Time
- Check-In Location - Office location the person will visit
- Purpose of Visit - Select the reason for the visit
- Host - Search and select the name of the host
- Custom Email Message - Enter a note regarding the visit that the invited person will see
4. If you would like an invitation email to be sent to the visitor, select the Send an email invitation to the visitors checkbox.
5. Select Save.
Employees can see and manage their visitors on the My Visitors list. Those with Global Admin Access will be able to toggle to see All Visitors.
Bulk Pre-Registration
An employee can bulk pre-register visitors through a simple CSV upload. This is helpful if you have multiple visitors you need to pre-register for a visit.
Bulk pre-registration can be done by doing the following:
1. From the Teem Dashboard homepage, select My Visitors from the menu tray.
2. Select NEW INVITE.
3. From the slide-out view, select UPLOAD CSV. Select the CSV file with your bulk visitor information.
4. Teem will automatically parse the data from the CSV. Upon completion, you will see a list of individual entries pulled from the uploaded CSV.
5. Provide the rest of the visitor information:
- First Name
- Last Name
- Email Address
- Arrival Date
- Arrival Time
- Check-In Location - Office location the person will visit
- Purpose of Visit - Select the reason for the visit
- Host - Search and select the name of the host
- Custom Email Message - Enter a note regarding the visit that the invited person will see
6. If you would like an invitation email to be sent to the visitor, select the Send an email invitation to the visitors checkbox.
7. Select Save.
