Recurring Pre-Registration Overview

Modified on Sun, 27 Jul at 2:18 PM

Easily schedule repeating visits for regular visitors using Recurring Pre-Registration. 



Recurring Pre-Registration builds on standard pre-registration by letting you create multiple scheduled visits in one simple step. Set a repeat pattern (daily, weekly, monthly, annually, or weekdays) and Visitly will automatically generate the series of visits for you.


Key Capabilities:  

  • Schedule multiple visits in a single step 

  • Supports Daily, Weekly, Monthly, Annually, and Weekdays (Monday to Friday) patterns 

  • Set a Recurrence End Date and default Check-out Time 

  • Available for Global Admin & Location Admin roles


Creating a Recurring Pre-Registration 

1. Log in to your Visitly Dashboard.

2. Go to Visitors > Pre-Register Visit

3. Select the Location and Visitor Type

4. Choose the Scheduled Check-in Date and Time

  • This is the start time for the first visit in the recurring series.

5. Under Repeat, select a repeat pattern: 

  • Does Not Repeat (default) 

  • Daily 

  • Weekly 

  • Monthly 

  • Annually 

  • Weekdays (Monday–Friday)

6. Enter visitor details, such as Name, Email, Company, Host, and Group Name. 

7. Set a Recurrence End Date and Check-out Time

  • These fields appear when a repeat pattern is selected. 

8. Review the summary of scheduled visits and click Save.


All recurring visits will appear in the Pre-Registration grid, grouped under the same visitor name.


Notificaitons

Both visitors and hosts receive automated notifications for each scheduled visit based on the chosen recurrence pattern.






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