Set up the visitor pre-registration invitation settings

Before you can send questionnaires to your pre-registered visitors, an Administrator must first choose the pre-registration invitation settings for your location.

How it works

Screen your visitors before they arrive on-site by setting up pre-registration questionnaire invitations. Pre-registered visitors will receive an email with the meeting details and a link to their visitor profile. The visitor profile contains their contact information, plus any basic questions or custom questionnaires that have been activated for pre-registration.

In your location settings, you can:

  • Choose when to send the invite - manually or at a specific time
  • Opt to send a reminder - never or at a specific time 
  • Update the location name that displays in the invite email and visitor profile
  • Update the email and visitor profile text, or revert to the default text 
  • Upload a logo so your company branding is included in the visitor profile

Invitation settings are configured at a location level. Pre-registration questionnaires can be shared globally, but each location must choose its own invitation settings. 

Learn more about what your visitor experiences when you send them a pre-registration questionnaire. 

Set up visitor pre-registration invitations

  1. Go to Locations, then select the location from the dropdown menu.
  2. Select Pre-Registration Questionnaires.
  3. Select when you would like to send the questionnaire invitation: Manually or at a specified time before the event.
  4. Choose if you would like to send a reminder: either choose Never or at a specified time before the event.
  5. Update the location name you want to display in invite emails and the visitor profile.
  6. Update the instructions you want to include in the visitor profile. If you'd like to go back to the default text, click Reset to default text
  7. (Optional) Upload your logo. It must be a minimum of 200 x 100 pixels and a maximum of 6000px wide x 6000px high. The file size limit is 5MB. 
  8. Click Save.

Next step: Add a custom questionnaire for your visitors to complete before arriving on-site. Questionnaires can be created either for a single location or shared across locations.