How to easily manage group visits

Create group visits for multiple visitors and upload their information via an Excel file

Ryan Koch avatar
Written by Ryan Koch
Updated over a week ago

What are group visits?

Being able to manage group visits has always been an important feature of the Proxyclick Dashboard. Many users benefit from the ability to create a group of visitors in one single operation.

Typical examples include events, company tours, or large meetings.

For the best experience, we recommend uploading guests in groups of 500 or fewer. While there is no limit to the number of guests that can be included in a group visit, we find the process is most efficient when the list is not above 500 guests. Multiple lists can be uploaded to accommodate large group visits.

How to create a group visit

From the Dashboard, create a visit:

Select group visit and give your group a name:

You can then enter the information manually or upload an excel file that includes the relevant data:

This feature is part of our Essential plan.

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

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