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Pre-register & invite visitors
Updated over a week ago

How to pre-register and invite visitors

Tactic's visitor management system offers a convenient feature that allows hosts to pre-register and invite visitors in advance, saving time and streamlining the check-in process.

Follow the steps below to pre-register and invite a visitor using Tactic's visitor management system:

  1. Upon logging in, navigate the Admin dashboard using the menu on the left-hand side of the screen.

  2. Once inside the Admin dashboard, click on the Visitors tab at the top of the page and then click on Invitations.

  3. Click on the orange Invite Visitor button to open the invitation modal.

  4. Fill in the visitor's information, including name, email, host, office location, expected visit date and reason for the visit.

  5. Click on the Invite button in the bottom right-hand corner of the modal to send an email invitation to the visitor.

  6. Your visitor will receive an email invitation with the date and location of their upcoming visit. This invitation will include a pre-registration code to help them easily check-in at the visitor management station upon their arrival.

Important: Make sure your tablet is running the most up-to-date version of the Tactic app. Earlier versions may not allow visitors to enter a pre-registration code.

By following these steps, admins can easily pre-register and invite visitors using Tactic's visitor management system. This will help save time during the check-in process and enhance the overall visitor experience by providing a seamless and efficient registration process.

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