Invite a visitor to meet another employee instead of yourself. Receptionists and admins can do this for any employee, and personal assistants can do it for the people they support.

Before you start

• Invites must be turned on for the location. See Set up invites.
• Admins, Location Admins and Receptionists can choose any employee as the host. Other employees can choose themselves and anyone who has made them their personal assistant. See Assign a personal assistant to an employee.
• The visitor type you choose must have Host Selection turned on in its Host Screen tab. If you do not see a host field, ask your admin to check this.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Send the invite

1. Sign in to the Vizmo portal and select the location where the visitor will arrive. Go to Visitors > Invites.
2. Select Send Invite. The New Invite panel opens on the Details tab.
3. Enter a Title, then choose the visitor type in Select Purpose. The host field appears after you choose a purpose that allows it.
4. In Select Host, type at least 3 letters of the employee's name and choose them from the list. Check that the right person is selected.
5. Set the Expected Date and Expected Time. Set Recurrence if the visit repeats.
6. Select Next. On the Attendees tab, select Add Visitor and enter the visitor's details, then select Add and Save. The host cannot also be an attendee.
7. Select Send. The portal confirms with "The new invite has been sent."

For every field on the invite, see Send an invite.

Things to know

• The person you choose is recorded as the host of the visit. You are recorded as the person who created the invite.
• The Vizmo Pass app always sends an invite with you as the host. To invite someone on another employee's behalf, use the Vizmo portal.
• Sending an invite does not check the visitor in, and it does not approve the visit if your location uses approvals.

Troubleshooting

• There is no Send Invite button. Select a location instead of Company View. If Visitors or Invites is missing from the menu, your role may not include it.
• Send Invite is greyed out. Invites are turned off for the location. Ask your admin to turn them on.
• There is no host field. Choose a purpose first. The host field appears only for purposes that have host selection turned on, and it is hidden on invites that contain only employees.
• An employee is missing from the host list. Type at least 3 letters of the name. If you are not an admin or receptionist, you can only choose yourself and the employees you are a personal assistant for.
• A message asks for required details. Complete the highlighted fields and add at least one attendee.

Related articles

• Send an invite
• Send a visitor invitation in Vizmo Pass