Visitor Pre-Registration and Invitations

    November 1st, 2019

    Last updated: November 1st, 2019

      Send your visitors invitations filled with everything they need to know about their upcoming visit to speed up the check-in process.

      You can also pre-register guests when creating an event in your calendar by using Teem Calendar Plugins. Click here to learn more.

      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.

      You must upload a CSV with three header names: First Name, Last Name, and Email. Click here to download a template.

      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.

      Select the "-" icon to remove a visitor from the list.

      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
      • Each upload will be registered for the same visit date and time. Create a different upload or registration for visits for another date/time.
      • Different hosts cannot be specified for each uploaded guest.

      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.


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