The Visitors tab gives you a full view of your visitor activity — who's coming up and who's already onsite. From here, you can also manage and create new visitor invitations without going anywhere else. 

What You Can See 

Upcoming Visitors 

A list of all visitors pre-registered and scheduled to arrive today and in the future. Use this view to track who's expected, review visit details, and take action before a visitor arrives. 

Checked-In Visitors 

A real-time list of visitors who have checked in and are currently onsite at your location. 

Both views share the same set of filters and search options: 

• Search by Visitor Name — Find a specific visitor by name. 

• Search by Host — Filter visits by the assigned host.

•  Search by Group Name — Look up visits associated with a specific group.

•  Location — Filter by a specific location if you're associated with more than one. 

• Visitor Type — Narrow down by visitor category (e.g. Guest, Contractor, Delivery).

•  Duration — Filter visits by a specific time range. 

• View toggle: 

  • All — Shows all visitors at the location. 

  • My Visitors — Shows only the visitors you are hosting. 

• View as Delegate — Shows visitors for hosts you are acting as a delegate for. 
  
  You'll also find two additional options to customize your view: 

  • Export — Download the current list as a file for record-keeping or reporting. 

  • Column Settings — Choose which columns are visible in the list to focus on the information that matters most to you.
    

How to Pre-Register a Visitor as a Host 

You can invite a visitor directly from either sub-tab.

1. Click Invite Visitor. 

2. Choose your invite type: 

• Single Invite — Pre-register one visitor at a time. 

• Bulk Invite — Add multiple visitors at once for larger groups.

Single Invite 

Single invite is a three-step process. 

Step 1 — Where & When

Set the location and timing for the visit. The following fields are required: 

• Location — Select which location the visitor will be visiting. 

• Visitor Type — Choose the appropriate visitor category (e.g. Guest, Contractor, Delivery). Scheduled.

• Check-In Date & Time — When the visitor is expected to arrive. 

• Scheduled Check-Out Date & Time — When the visitor is expected to leave. 

• Recurrence — Set if this visit repeats. Options include:

  • Does not repeat (default) 

  • Daily 

  • Weekly
    

  •  Weekdays

  •  Monthly

  • Annually

Step 2 — Who & To Whom

Enter the visitor's details and assign a host.

• Visitor Details — Name, email, and any other required information for the visitor. 

• Host — The person responsible for welcoming this visitor. 

• Co-Host (optional) — Add up to 9 co-hosts who will also be notified and associated with this visit.  

If your organization has configured any additional custom fields, they will also appear in this step.

Step 3 — Review & Confirm

Review all the details you've entered before creating the invitation. 

• Notify Host — Send a notification to the assigned host. 

• Notify Visitor — Send an invitation email to the visitor. 

• Allow Pre-Fill — Let the visitor pre-fill their information before arriving, making check-in faster at the kiosk. 

Once everything looks good, click Create to send the invitation.