All Collections
Dashboard
🙋🏻‍♂️ Managing visitors and contractors (For hosts)
How to pre-register your visitors
How to pre-register your visitors

Provide your visitors with the best possible experience by registering them in the Logbook and send them an invite

Pearl McGuire avatar
Written by Pearl McGuire
Updated over a week ago

How Proxyclick can help you pre-register your visitors

Pre-registering a visitor is a two-step process.

Step 1: Launch the visit creation

From the home page of the Dashboard, click on New visit

Proxyclick New Visit Creation

Step 2: Select Single Visit and fill in the form

Tips 💡

If you enter your visitor email address he will get an invitation email with an access map and your company logo. Your company can even decide to include guidelines, a PDF, and an access code to the email

  • If you enter your visitor email address he will get an invitation email with an access map and your company logo. Your company can even decide to include guidelines, a PDF, and an access code to the email

  • If you enter your visitor's mobile number, they will receive an SMS reminder 2 hours before the start of the visit

  • You can save your visitor details in the shared address book so you and your colleagues can re-use the contact details for future visits. The alternative is to add them to your private address book so you can reuse them, all while ensuring the privacy of your guests

 

 

If you need to pre-register a group of visitors, click “New visit” and select “Group visit”.

You can import your groups from Excel, learn more about the group creation form here.

Once you have created your visitors, they will appear in your dashboard. Depending on your rights on the platform, you will see only your visitors and the ones of your managers (if you are a member of the Assistant user group) or all visitors (if you are a member of the Reception or a Security user groups).

How to check your visitors status on your smartphone using Proxyclick Today

With Proxyclick Today on your iPhone, you can view your visitors (past, current, and future) and receive rich notifications.

Receptionists and admins can access the emergency list from Today (and mark visitors are safe). If they are linked to multiple locations, they can access all emergency lists from their profile.

Proxyclick Today is available in the Appstore.

If you have any questions or feedback, please contact support@proxyclick.com or send us a message on the live chat.

 

Did this answer your question?