If a visitor comes on a regular pattern, such as every Monday, you can send one invite that repeats instead of a new invite for every visit. This article shows how to set the repeat, what each option does, and how to cancel part or all of a series.

Before you start

• You need permission to send invites. Open Visitors > Invites in the Vizmo portal. Employees find the same page in the employee portal.
• Invites must be switched on for your location. If they are off, the Send Invite button is greyed out.
• Admins can choose any End Date. If you are not an admin, the End Date cannot be later than the Maximum Invitable Days limit that your admin sets under Visitors > Settings > Invites. If you go over it, Vizmo shows Invite Threshold exceeded and the number of days allowed.

Send a recurring invite

1. Sign in to the Vizmo portal, select the location and open Visitors > Invites.
2. Select Send Invite. The New Invite panel opens on the Details tab.
3. Fill in the details. Set the Expected Date and Expected Time for the first visit. The time is the same for every visit in the series.
4. Under Recurrence, choose one option: Does Not Repeat (the default, one visit on the Expected Date), Daily (every day, weekends included) or Custom.
5. For Daily or Custom, choose an End Date. It is required, and the last visit can fall on this date. The calendar greys out dates that are too early.
6. Select Next, add the attendees, then select Send. Vizmo shows The new invite has been sent.

Custom repeat options

After you choose Custom, a second list offers:

• Weekly on <day>: repeats every week on the weekday of your Expected Date. If you change the Expected Date, the day changes with it.
• Every Weekday (Monday to Friday).
• Custom: set Repeats Every (a number, 1 or more) and choose Day or Week. The words change to Days and Weeks when the number is above 1.

When you choose weeks, select the days under Repeats On. The circles run from Sunday to Saturday. You must pick at least one day, or Vizmo shows Please select the days of visit.

Note: the list also shows Month, but invites cannot repeat by month. Choose Day or Week instead.

Examples

• Every other day: choose Custom, then Custom, set Repeats Every to 2 and choose Days, and set an End Date.
• Every Monday and Wednesday: choose Custom, then Custom, set Repeats Every to 1 and choose Week, select M and W, and set an End Date.
• Every second week: choose Custom, then Custom, set Repeats Every to 2 and choose Weeks, select the day, and set an End Date.

After you send

• The Recurrence section is read-only on an invite that has been sent. To change the pattern or the End Date, cancel the invite as described below and send a new one.
• The series stops by itself after the End Date.

Cancel part or all of a series

1. Open Visitors > Invites and find the visit. Each visit in a series has its own row.
2. Select the Cancel icon on the row, or open the visit and select the Cancel icon at the top of the panel.
3. In the Cancel Invite box, choose Cancel This Event to cancel only that visit, or Cancel This and Following to cancel that visit and every later one. Earlier visits stay. Select Keep Invite to go back.
4. Vizmo shows that the cancellation has started and will finish shortly.

The Cancel icon does not appear for a visit that has been cancelled, has ended or has already been checked in. If you cancel by mistake, send a new invite.

To remove an invite and all of its visits from the list, select the Delete icon. Delete appears only once the visit has ended or been cancelled. Vizmo asks you to confirm, because this cannot be undone. You need permission to delete invites.

Related articles

• Send an invite
• To set a repeat for many visitors at once, see Import invites in bulk from a CSV file