Set up invites

Set up invites

Use the invite settings to decide whether invites are allowed at a location, how far ahead people can be invited, how early invitees can check in, and which channels Vizmo uses to tell them. Each location has its own settings.

Before you start

  • You need to be an Admin or Location Admin to change these settings. Other roles can only view them.
  • Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Change the invite settings

  1. Sign in to the Vizmo portal and select your location.
  2. Go to Visitors > Settings > Invites and find the Invite Settings card.
  3. Use Enable or Disable Invites to allow or stop new invites. When invites are off, nobody can invite visitors, and Send Invite and Import Invite are greyed out on the Invites page. People who were already invited can still check in.
  4. Set Maximum Invitable Days to limit how many days ahead an invite can be created. Enter -1 for no limit. Admins are not held to this limit.
  5. Set Check-in Buffer Time in minutes (1 to 1440). Invitees can check in from this many minutes before their invited start time until this many minutes after it, but never outside the day of the invite. Enter -1 for no limit.
  6. Under Notification Channels, turn SMS, Email and WhatsApp on or off for invite messages.
  7. Select Save at the top right of the page. Vizmo shows Settings saved successfully.

Invite Settings card with notification channels

A channel sends invite messages only if it is also switched on for the location. See Manage location notifications.

Visitor self invite

If it is available for your location, a Visitor Self Invite card appears below the invite settings. It lets visitors create a one-day invite for themselves by scanning a QR code. See Let visitors create their own invite with a QR code.

Approvals for invites

Whether an invite needs approval is set up on the Approvals page, not here. See Set up an invite approver and Set up approvals for visitors and invites.

Troubleshooting

  • Send Invite is greyed out. Invites are turned off for the location, and the tooltip reads Invites are disabled in the invite settings. Turn on Enable or Disable Invites.
  • An invitee cannot check in. They may be outside the Check-in Buffer Time window around the invited start time, or the invite may be cancelled, rejected or still waiting for approval. When the time is the problem, Vizmo shows Invite is only valid for checkin from and the earliest and latest times allowed.
  • "Invite Threshold exceeded, Please create an invite which is at most N day(s) from today." The invite date is further ahead than Maximum Invitable Days allows. N is your limit. Choose an earlier date, or ask an admin to raise the limit.
  • The invitee did not receive the invite message. Check that the channel is on in the invite settings and for the location, and that the invitee has a phone number or email address.
  • A message says the value must not be 0. Maximum Invitable Days and Check-in Buffer Time cannot be 0. Enter -1 for no limit, or a positive number.

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