How it works
OnPass is an email confirmation that includes event information for your visitors. To send an OnPass:
- The Account Owner must enable the OnPass Manager add-on
- It must be turned on for your location by an OnPass Manager
Sending an OnPass may have been automated by an OnPass Manager. They can choose if an OnPass is sent when an event is created, once the visitor completes their profile, or if it must be sent manually. Check the help tip next to the OnPass button to find out your location's settings.
A pre-visit questionnaire is a set of questions that the visitor must answer before they visit. To send a questionnaire:
- An Administrator must have set up visitor pre-registration questionnaire invitations
- A custom questionnaire must have been activated for visitor pre-registration - either globally or for the location
Sending a questionnaire may have been automated by an Administrator. They can choose if a questionnaire is sent X hours or days before an event or if it must be sent manually. Check the help tip next to the questionnaire button to find out your location's settings.
Learn about how your visitor experiences pre-registration.
Send an OnPass
- Go to My Visitors > My Pre-Registered Visitors.
- Click Send OnPass next to your visitor.
- Check the visitor’s email address has been added correctly.
- Click Send, then click Yes to confirm.
For a group of visitors, select the visitors using the checkboxes and click Send OnPass to Selected. - The date and time the OnPass was sent will appear. Click Close.
Your list of pre-registered visitors will update to show that an OnPass was sent.
If you have a group event, it will show how many out of a total number of people were sent an OnPass.
Resend an updated OnPass
If you update a pre-registered visit event or your OnPass gets updated with different information, resend the updated OnPass to your visitors.
Once you've finished editing an event, a pop-up will appear with a Resend button.
To send a new OnPass, click Resend, then click Yes in the confirmation box.
If the OnPass itself gets edited, this will not automatically show like an edit to the visitor event. You will need to rely on the OnPass manager to inform all employees if an OnPass template changes.
Send a questionnaire
- Go to My Visitors > My Pre-Registered Visitors.
- Click Send questionnaire next to your visitor.
- Check the visitor’s email address is correct.
- Click Send, then click Yes to confirm.
For a group of visitors, select the visitors using the checkboxes and click Send Questionnaires to Selected. - The date and time the OnPass was sent will display. Click Close.
Your list of pre-registered visitors will update to show that a questionnaire was sent.
If you have a group event, it will show how many out of a total number of people were sent a questionnaire.
Resend an updated questionnaire
If your location updates a visitor pre-registration questionnaire, you may need to resend the questionnaire invitation to your visitors.
Click Questionnaire sent, select the checkbox next to their name, then click Questionnaires to Selected.