Add attendees to an invite

Add attendees to an invite

Add visitors or employees to an invite from its Attendees tab. This works when you create a new invite and when you edit an existing one.

Before you start

  • You need permission to create attendees. The add buttons are hidden if you do not have it.
  • You can change attendees only on an invite that is still upcoming. Completed or cancelled invites are read-only.
  • The add buttons are also hidden on self-invites. These are invites that a visitor created for themselves.
  • An invite can have up to 100 attendees.
  • To add a visitor, first choose a purpose in Select Purpose on the Details tab. If you select Add Visitor without one, you see "Please select the purpose first" and return to Details. Adding an employee does not need a purpose.

Add visitors

  1. Sign in to the Vizmo portal, select the location and open Visitors > Invites.
  2. Click Send Invite to start a new invite, or open an existing invite and go to its Attendees tab.
  3. Click Add Visitor. The Add Visitors dialog opens.
  4. Enter the visitor's details and click Add. The visitor appears as a chip at the top, and the form clears so you can add the next visitor.

    Add Visitors dialog with visitor chips and form

  5. Click Save at the top of the dialog to add everyone in the list.

Add employees

  1. On the Attendees tab, click Add Employee. The Add Employees dialog opens.
  2. Under Select Employee, pick an employee. Click + Add Row to add more.

    Add Employees dialog

  3. Click Save.

Result: the people appear in the attendee table. For a new invite, continue with Send. For an existing invite, click Save on the invite to keep the changes.

Invite Details, Attendees tab with Add Visitor and Add Employee

Things to know

  • If you add the same email address or phone number twice, the existing row is updated instead of duplicated.
  • Attendees are notified only if notifications are turned on and any required approvals are complete.
  • You cannot add employees through the bulk CSV import. Use the Add Employee dialog instead.

Troubleshooting

  • "You cannot add more than 100 attendees": remove some attendees, or create a second invite.
  • "The host and attendee cannot be the same. Please remove one of them.": change the host or the attendee.
  • "Some of the attendee(s) are blocked.": you see this when you send or save the invite. Remove the blocked visitor from the list, or ask an admin to unblock them.

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