How it works
If visitors regularly come on-site together, you can create a visitor group to speed up pre-registration and the sign-in process. A visitor group allows you to pre-register a group of visitors, pre-print their visitor passes quickly, and sign in the whole group together.
Employees can create their visitor groups, which are unique to them and can't be accessed or viewed by any other OnLocation users. A saved visitor can belong to as many or as few groups as required.
This article covers the following:
- Add a visitor group
- Add saved visitors to one or more visitor groups
- View all members of a visitor group
- Update a visitor group
- Remove visitor groups
- Invite the group to visit
Add a visitor group
- Click My Visitors, then select Saved Visitors.
- Click Add visitors, then select Add visitor group.
- Enter the name and description of the group.
- Click Save.
- Search for saved visitors, then select them from the list.
- Click Save.
Add saved visitors to one or more visitor groups
- Click My Visitors, then select Saved Visitors.
- In the All visitors tab, click the More icon next to your saved visitor, then select Add to group.
- Select the group you want to add them to, then click Save.
Your saved visitor list will be updated with the number of groups the visitor belongs to.
View all members of a visitor group
- Click My Visitors, then select Saved Visitors.
- Select the Visitor groups tab.
- Click the number in the blue box next to the group.
- The list of visitors in this group will be displayed.
Update a visitor group
- Click My Visitors, then select Saved Visitors.
- Select the Visitor groups tab.
- Click Edit next to the group.
- Make any changes to the name or description, add additional members, or remove current ones.
- Click Save.
Remove visitor groups
Removing a visitor group will not remove the visitors from your saved visitor list. It will just remove the group they belong to. Once a group is removed, it cannot be restored.
Remove a group
- Click My Visitors, then select Saved Visitors.
- Select the Visitor groups tab.
- Click the More icon next to the group, then select Remove group.
- Click Yes to confirm.
Remove multiple groups
- Click My Visitors, then select Saved Visitors.
- Select the Visitor groups tab.
- Select the checkboxes next to the groups you want to remove.
- From the Run an action menu, select Remove visitor group.
- Click Yes to confirm.
Invite the group to visit
- Click My Visitors, then select Saved Visitors.
- Select the Visitor groups tab.
- Click the More icon next to the group, then select Pre-register.
- Enter the event name.
- Select the location.
- Select the employee they're visiting.
- Select the start and end date and time.
- Select if it's a recurring event. Choose how often it repeats - daily, weekly, monthly, or yearly, how often the above period is repeated, and when it starts and ends.
- Add a description.
- If you need to add additional visitors to the event, click Add visitor, then select how you would like to add the visitors. Enter a new visitor, choose from your saved visitor list, or import a visitor list.
- Click Save and Close.
The event will show in your list of upcoming events.