Invite a visitor in advance so they can check in quickly when they arrive. You can send an invite from the Vizmo portal or from Vizmo Pass.

Before you start

• Your role must allow you to create invites, and invites must be switched on in the invite settings. Admins control this.
• You must be an active user in Vizmo. If you cannot sign in, contact your company or location admin.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Invite a visitor in the Vizmo portal

1. Select your location and open Visitors > Invites. The path is the same in the employee portal. In the employee portal you can also select Invite a Visitor on Home.
2. Select Send Invite. The New Invite panel opens on the Details tab.

3. Enter a Title. It is required. Select + Add description if you want to add a Description.
4. Choose Select Purpose (the visitor type). Choose the purpose before you add visitors.
5. If Select Host appears, choose the host. It appears when the chosen purpose asks for a host.
6. Set Expected Date and Expected Time. For repeating visits, choose a Recurrence option.

7. Select Next to open the Attendees tab.
8. Select Add Visitor. In the Add Visitors dialog, enter the visitor's Phone Number first. If the visitor is already in your visitor directory, their other details fill in automatically. Otherwise fill in the details, then select Add. Repeat for more visitors, then select Save to place them in the attendee list.
9. To invite a colleague as well, select Add Employee.
10. Check the attendee list, then select Send.

An invite needs at least one attendee. The host cannot also be an attendee. You can invite up to 100 people in one invite. After you send it, you see "The new invite has been sent." and the invite appears in your Invites list.

Invite a visitor in Vizmo Pass

1. Open Vizmo Pass and tap + in the middle of the bottom bar, then tap Invite a Visitor. This option appears only when visitors and invites are switched on for your location.
2. On the Invite visitors screen, the Title is filled in as "Meeting with" followed by your name. Change it if you want. Tap + Add description to add a description (optional).
3. If a visitor type list is shown, choose the visitor type.
4. Choose the date and time in Select Date-Time. Then choose One Time or Repeat. For a repeating invite, set how often it repeats and the End Date.

   

5. Tap Add Attendees. On the Invite a visitor screen, pick people from the Directory tab or the Contacts tab. You can search with Search Contact, or tap + Add New to enter a new visitor. The Contacts tab asks for permission to read your phone contacts the first time. Tap Done when you have chosen everyone.

   

6. Check the attendees on the invite and add more if you need to. Then tap Send Invite.
7. The Invite Details screen shows the invite. Tap Done.

For more detail, see send a visitor invitation in Vizmo Pass.

Approvals

If your location requires approval for invites or attendees, the invite is not approved until the required approvers act. Check its status in the Invites list.

Troubleshooting

• There is no Send Invite button. You may be in Company View, or your role may not include permission to create invites.
• Send Invite is greyed out. The tooltip says "Invites are disabled in the invite settings". Ask your administrator.
• "Please select the purpose first". Choose Select Purpose on the Details tab before adding visitors.
• "The host and attendee cannot be the same". Remove the host from the attendee list or choose a different host.
• Select Purpose or Select Host is not shown. When every attendee is an employee, the invite is treated as an internal meeting and these fields are hidden. Select Host is also hidden when the chosen purpose does not ask for a host.
• Send does not work. Check that every required field is filled and the invite has an attendee.

Related articles

• Import invites in bulk from a CSV file
• Send an invite on behalf of another host