Visit templates

Learn what visit templates are and how to set them up

A visit template defines how a visitor can access the site, including

• Which rooms they can access during their visit

• What information is included in the invitation email

• Any documents requiring signature before visitors can sign in, and an email address signed documents will be sent to for audit

At least one visit template needs to be created before users can invite visitors

Create a visit template

1. Go to Visitors and select the site you want to set up visit templates for

2. Go to the Visit templates tab

3. Click New visit template

4. Name your visit template, select which rooms or zones visitors can access, and add any information that should be included in the invitation email

If visitors will need to sign documents you can add up to 3 files and an audit email address. See Visitor documents