You can set up pre-registration for your site so guests can fill in their information before they arrive, helping them sign in faster.
| Required tier | Enhanced or Enterprise tier. Corporate tier requires the pre-registration add-on. What is my tier? |
| Required permission | Site configuration. This permission is included by default for the Account Administrator and Site Administrator roles. What is my role? |
Access pre-registration settings
- From the left sidebar in VisitorOS, select the Settings
icon, then select Sites.
- Select the site you want to configure pre-registration for.
- Select the Features tab.
- Under "Pre-Registration", click Configure to open the settings panel.
Pre-registration settings
After opening the pre-registration settings panel, use the options below to control whether guests must complete pre-registration and when they receive invitations.
Pre-registration invitations
You can turn pre-registration on or off and set whether it is required before guests sign in.
- To let guests complete pre-registration when they receive an event invitation, turn on Send Pre-Registration Invitations.
- To require guests to complete pre-registration, turn on Pre-Registration is Mandatory. If this setting is on, guests will receive their event QR code only after completing pre-registration.
Customize when pre-registration invitations are sent
If pre-registration is turned on, under "Pre-Registration Invitations", choose when to send invitations.
- To send the invitation as soon as the guest is added to the event, select Immediately Upon Adding the Guest to the Event.
- To send the invitation at a later time, select Hours Before the Event Start Date. Enter how many hours before the event start time the invitation should be sent.
Invitation method
Under "Event and Pre-Registration Invitation Methods", select Email, SMS, or Both.. If you select both, the event creator can choose either method when sending invitations.
Important:
This setting does not affect quick-invite events. Quick-invite events always send invitations by email.
Tip:
To customize your email templates, contact your customer success representative or the FacilityOS support team.