Send OnPass automatically

Learn how to update your automatic OnPass send settings. You need the OnPass Manager or Administrator user role to access these settings.

How it works

If you use visitor pre-registration questionnaire invitations or have the calendar invites integration enabled, set up your OnPasses to send automatically. 

When a pre-registered visitor event is created, the visitor can receive their OnPass:

  • Automatically when they complete their profile
  • Automatically when the event is created
  • Sent manually by an employee 

You can also set up automatic reminder emails to send at set intervals before the event. 

Choose your OnPass send settings

  1. If you have the OnPass Manager role: Go to Tools > OnPass Management. Click View next to the location that has enabled OnPass.

    If you have the Administrator role: Go to Locations, then select the location from the dropdown menu. Select OnPass.
  2. Select the Automated Sending tab.
  3. Choose the OnPass send method:

    Once the visitor completes their profile - send the OnPass once a visitor has completed their visitor profile

    As soon as the event is created - send the OnPass as soon as an event is created in OnLocation

    Manually - Will not automatically send an OnPass. Send OnPasses from Sign In/Out Manager or in the My Pre-Registered Visitors screen. 
  4. If you've chosen to send OnPass automatically, choose if you'd like to send reminder emails. 
  5. Select Save.

    OnPass-Send-Settings.png

The OnPass will now send depending on your chosen setting.