Check in an invited visitor from the portal

Check in an invited visitor from the portal

Front-desk staff can check in a visitor who has an invite directly from the Vizmo portal. This article is for the person at the desk. If you are the visitor, see Pre-register and check in with an invitation link.

Before you start

  • Your role must allow you to add and update visitor logs. The Check-in action is not shown in company view or in the tenant portal.
  • The invite must be confirmed and scheduled for today at this location.
  • If a Check-in Buffer Time is set in Visitors > Settings > Invites, you can only check the visitor in within that many minutes before or after the invite's start time. A value of -1 means no limit. The Settings page describes this only as how early a visitor can check in, but the limit also applies after the start time.
  • All approvals on the invite and the visitor must be approved.
  • At least one visitor on the invite must not have checked in today. Employees on an invite can't be checked in this way.

Seeing the Check-in action does not guarantee that check-in will succeed. The message you get when you submit tells you what to fix.

Check the visitor in

  1. Sign in to the Vizmo portal and select the location.
  2. Go to Visitors > Invites. Keep the date filter on Today. The other options are Tomorrow, This Week and Custom.
  3. Find the invite and click the Check-in icon on its row. You can also open the invite and click Check-in in the panel.

    Invites list on Today with the Check-in icon on a row

  4. If the invite has several visitors, the Select an Attendee dialog opens with "Choose the attendee you want to check-in." Pick the visitor who has arrived.

    Select an Attendee dialog listing the visitors on the invite

  5. The Check-in Visitor panel opens with the invite's details already filled in. Complete any remaining fields for that visitor type.

    Check-in Visitor panel with prefilled details and the Check-in button

  6. Click Check-in.

Result: you see "The visitor has been checked-in successfully." and the visit appears in Visitors > Visitor Log. Opening the panel on its own does not check the visitor in.

Troubleshooting

  • There is no Check-in icon. The invite may not be for today, may still be waiting for approval (see Approve or reject visitor and invite requests), may be outside the buffer time, or your role may not allow it.
  • "You have already checked-in for today". That visitor has already been checked in today.
  • "Invite is only valid for checkin from ... to ...". The visitor is outside the allowed check-in times shown in the message. The Check-in icon can still be visible after the latest allowed time.
  • The visitor arrived without an invite. Use Check in a visitor using the web portal. If Allow Only Invited Visitors is turned on in Visitors > Settings > Check-in, the visitor needs an invite first.