Getting Started: Pre-Registration

Description

Pre-Registration is a paid add-on that allows event invitees to enter their information, view and sign legal documents before the event begins.

Once the guest has completed pre-registration, they will be provided with a QR code that allows them to expedite their sign in when they arrive at your facility for the event or meeting.

NOTE: This feature is included when purchasing an Enterprise FacilityOS license.

 

Benefits of Using the Pre-Registration Feature

The Pre-Registration feature ensures that most, if not all of the guests that you are inviting to your facility will experience an expedited sign-in, which means that the possibility of many visitors arriving at once and waiting in line to sign in at the kiosk is greatly reduced.

 

Configuration

To configure the Pre-Registration feature, please take the following steps:

  1. In the VisitorOS portal, navigate to Settings > Sites > Features > Pre-Registration:
    settings - sites.pngfeatures tab.pngpre-registration configure button.pngpre-registration settings.png
  2. Enable/Disable the settings of your choosing:
    • Send Pre-Registration Invitations: Enables the Pre-Registration functionality, allowing event guests to pre-register themselves.
    • Pre-Registration is Mandatory: Event guests must pre-register for the event they are invited to in order to be able to sign in when they arrive for the event.
    • Pre-Registration Invitations: Allows you to choose whether invitations to pre-register will be sent immediately, or at a certain number of hours before the event begins.
    • Event and Pre-Registration Invitation Methods: Allows you to choose whether pre-registration invites will be sent by email, SMS, or both.

 

Usage

To use the Pre-Registration feature, please take the following steps:

  1. In the VisitorOS portal, click on the Events tab, and then select New Event.
    events tab.png
    new event button.png
  2. Configure the event. For more information on this, please see the following article on configuring events: (1) Configuring Events – FacilityOS Help Center 
    event configuration menu.png
  3. Once the event is configured, invite the guests that you'd like to participate in the event, either by inviting them manually, or by inviting a group of guests via CSV file or Excel sheet. 
    invite guests both buttons.png
  4. All of the invitees will then be sent an email that contains critical information on the event, as well as a link that allows them to pre-register themselves.
    meeting invitation example.png

 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section