Pre-registering a visitor in Smart Access Management

You can pre-register a visitor to speed up the sign in process or if you need them to supply certification before they arrive at your premises.
Products Affected: Smart Access Management®

You can pre-register a visitor to speed up the sign in process or if you need them to supply certification before they arrive at your premises.

Ensure that you enable the Visitor Pre-registration option in the visitor type workflow.

Examples of certification that a visitor might need to supply are:

  • Health and safety information
  • Insurance certificates
  • Work permits

Important: If a visitor does not attend within two days of the visit date, the pre-registration will automatically be deleted.

  1. Select Access > Pre-registrations.
  2. Select the location in the Location menu.
  3. Click Pre-register Visitor.
    Pre-register visitor
  4. Enter the visitor's name, email address, the location and site fields.
  5. Select the visitor type which best suits the visitor from the Visitor Type menu.
  6. Use the calendar to enter the date and time the visitor is due to arrive at your premises.
  7. Click Pre-register and Send Notification. A pre-registration email will be sent to the visitor containing the QR code and instructions that must be used for sign in.

Related topics

UPDATED: 10 November 2023

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