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:
- Upon logging in, navigate the Admin dashboard using the menu on the left-hand side of the screen.
- Once inside the Admin dashboard, click on the Visitors tab at the top of the page and then click on Invitations.
- Click on the orange Invite Visitor button to open the invitation modal.
- Fill in the visitor's information, including name, email, host, office location, expected visit date, and reason for the visit.
- Click on the Invite button in the bottom right-hand corner of the modal to send an email invitation to the visitor.
- 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.