How to add a visitor or pre register a visitor

In this article you will be guided on how to add a visitor or add a pre registration in the GoBright portal. 

How to pre register a visitor via a Room booking

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When you book a room you can add a pre registration immediately by pressing the 'Add'-button. You will need to fill in the fields that are required. By default your pre registration will ask to choose the location, then the configuration name for you visitor registration and lastly the Visitor Type. The host name, language and date will be filled automatically. However all fields can be changed if needed. 

At the right part of the pre registration form you will need to enter the fields that are assigned to this visitor type. By default your pre registration requires at least a name and the email address. 

Press the go-back button to save the pre registration. You can also add more persons before you go back to your room booking.

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When you save your room booking, the pre registration will be processed and the invite will be send by mail to the visitor. 

This can also be done in the GoBright mobile app and via our Outlook Plugin.

How to (pre) register a visitor via my or all visitors

At the top of your dashboard you can click on Visit > My visitors or All visitors. Here you can add a pre registration. 

Under your My visitors screen you can add a pre registration by clicking on the green 'Add pre registration'-button. 

Under All visitors you can click on the green options button to see the option to add both a pre registration and a visitor. 

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You will need to choose a location and then the configuration of your visitor registration. Lastly you will need to choose a Type for your visitor. The host name and date will be filled automatically. However all fields can be changed if needed. Lastly you will need to enter a start time and end time of the visitor. 

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At the right part of the visitor form you will need to enter the fields that are assigned to this visitor type. By default the data of the person that is required is at least a name and the email address. 

General

Choose the location and select the host. This will be set to the user that is adding the pre registration but can be changed to another host (when you have the appropriate permissions). The language that can be set will define the language of the pre registration email.

Date

A visitor can be registered for a single day or multiple days during a certain period of time. By selecting Multiple days a start and end date can be chosen. This option is useful for visitors that have multiple appointments as they'll receive a single email which can be used for the entire period.

Adding multiple persons

By adding more persons, all visitors will receive the same information by email. This is useful if a group or certain selection of visitors need to be added at the same time.

After configuring the pre registration continue the booking to send out the pre registration emails.

How to add a pre registration using Outlook

In outlook pre registration works similar to the portal, however you'll only be able to use it when a new room booking is created. Select a room and press the pre registration button. To add a new pre registration press the add button.

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Fill out all details that are required and press the blue add button to save the pre registration. To modify or delete the registration press the blue pencil or trashcan button respectively.

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After configuring the pre registration continue the booking to send out the pre registration emails.

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