Register a visitor

This article explains how to invite a visitor to your office from the Workplace app, and how to view, edit, or cancel the visits you have registered. Visitor registration works in the iOS, Android, and web apps.

Before you begin

Visitor registration is available in offices where your organization uses Precise Visit. If you don’t see the Visitors section on your Home view, check that you have selected the right office and refresh the app. If it still doesn’t appear, visitor registration isn’t set up for that office. Contact your system administrator.

Invite a visitor

1. On the Home view, check that the office your visitor is coming to is selected at the top of the screen.
2. Under Visitors, select Register a visitor. If you have already registered visitors for the selected day, select Register instead.

The Invite a visitor form opens.

1. Under Visitor details, enter your visitor’s First name, Last name, Email, and Company. Phone number is optional.
2. Under Visit details, select the Date and Arrival time of the visit. The date is prefilled with the date you used last time, so check that it is correct.
3. Select Send invite.

You are always the Host for visitors you register. Send invite becomes available once all required fields are filled in. To close the form without inviting anyone, select Cancel.

What happens next

A confirmation appears when the invitation is sent, and the visit is registered in Precise Visit for the selected office.

Your visitor receives an invitation by email or SMS, depending on how your organization has set up Precise Visit. The invitation is sent once, when you register the visitor.

As host, you don’t receive a separate notification. Instead, the visit is shown under Visitors on your Home view for the date of the visit, with the visitor’s name, company, and arrival time.

View, edit, or cancel a visit

To find a visit, go to the date of the visit on the Home view and select the visitor under Visitors. The Visitor window shows the visitor’s email and phone number, and the date, arrival time, and host of the visit.

Edit a visit

1. Select Edit visit.
2. Change the visitor details, date, or arrival time.
3. Select Save changes.

Cancel a visit

1. Select Cancel visit.
2. Select Cancel visit again to confirm. To go back without cancelling, select Keep visit.

A cancelled visit can’t be restored. If you cancel by mistake, register the visitor again.

Your visitor isn’t notified when you edit or cancel a visit. The invitation is only sent once, when you first register the visitor. If you change the date or arrival time, or cancel the visit, let your visitor know yourself.