Introduction 

With advanced pre-registration functionality, you can send invitations to guests which allows them to fill out important information and documents prior to arriving on site.

Note: Advanced Pre-Registration is an additional feature. To have this function enabled for your environment, please contact sales@ilobby.com.

Host’s perspective

Once you have created an event and invited visitors, you will see this icon next to their names. 

Note: Please refer to the Configuring Events article to find out how to create events and invite visitors.

Handling Pre-Registration Guests

Hosts can identify which guests have not yet completed pre-registration by navigating to the Events tab, then selecting their event. Guests who have not completed pre-registration will be indicated by an icon, as shown below:

While the pre-registration has not been completed yet by a visitor, hosts can take the following actions by clicking : 

• Click to send another invitation to the visitor's email address.
• Click to open the invitation in a new browser tab, enabling the host to print a physical copy.
• Click to remove the guest from the event. 
  
  

After pre-registration is completed, the host can take the following actions by clicking : 

• Click to send another invitation to the visitor's email address.
• Click to open the invitation in a new browser tab, enabling the host to print a physical copy.
• Click to view the information that the visitor submitted as part of pre-registration
• Click to download copies of any legal documents submitted by the visitor during pre-registration. 
• Click to remove the guest from the event. 

Pre-registration process - Visitor’s perspective. 

Visitors who have been pre-registered will receive the invitation email from the iLobby system. An example is shown below:

This invitation contains all the necessary event details such as date, time, the address of the event, and an interactive Google map showing how to navigate to the meeting.  

Clicking on Please click here will redirect you to a separate portal where you will be able to view and sign documents prior to the arrival at the facility. 

Depending on your sign in configurations within the portal you will be asked to confirm your personal details such as first name, last name, company name, and phone number.

Note 1: You must enter your personal details exactly as they appear on your legal documents.  

Note 2: There might be data fields defined in the sign-in flow on the How may I help you? screen, those fields will also be displayed here. If you complete them, this will pre-fill the fields when you come to the site to register on the kiosk using the Pre-registered flow. 

Once this step has been completed. Please click on the green Next button, and you will be directed to view any necessary documents and videos.

If there are videos to watch, they will start playing automatically:

You may be asked to sign and accept the terms of the agreements as well. 

On the Summary screen, you will see the list of documents and videos accepted and signed.

Clicking on the green Finish button will complete the pre-registration process. 

Once the pre-registration is completed, you will receive a QR code. Upon arrival at the site, you can select either the Pre-Registered option or the Have a code? option allowing you to sign in by scanning the QR code from your cell phone or printed invitation using the device's front camera.

Note: To find out more about the Pre-registered flow, see the Pre-registered flow article.