Remote registration
Create a remote registration flow to allow visitors to provide required information prior to their visit and to send agreements that might need signing in advance.
Your remote registration journeys can be centrally managed from the Global Admin Dashboard. When a check-in and/or remote registration template has been saved to a location from the Global Admin Dashboard, those journeys can no longer be edited locally. Learn more: Global Admin Dashboard
Contents
Enable remote registration
- Sign in to Eptura Visitor and navigate to Settings > Visitors > Remote Registration.
- Enable Remote registration with the toggle at the top of the page.
The registration flow is created in the same way as the check-in process, using custom screens.
Build your registration flow
Click Configure registration flow to start creating or selecting custom screens for the remote registration journey.
Screen types
Visitor's picture in advance
When enabled, this option requests that a picture of the visitor is uploaded before they arrive.
Sign agreements in advance
Request that an agreement is signed in advance of the visit.
Notifications sent to visitors and hosts
Good to know when editing email notifications
- Copy and paste plain text only. Copying and pasting rich text format from applications such as Microsoft Word, is not recommended, as invisible formatting might also be copied. Always copy text from a plain text editor before adding it to the editor. Copying text from one Visitor email to another is fine.
- You can add custom fields and visit data to the messages. Click the 'Variables' drop-down, and select the field to add to the message.
- Always save changes before exiting; the editor does not automatically save changes and exiting without saving will lose any updates you have made.
Notifications sent to visitors
Registration request and reminder notifications
Registration request and registration reminder emails are sent to visitors in advance of a visit, and request that the remote registration process be completed prior to arriving on-site. The emails can be edited to suit your requirements.
Registration request: You can set the number of hours in advance of a visit the registration request is sent, and if the visit occurs within the defined timeframe, the email is sent immediately.
Registration request reminder: You can set the number of hours in advance of a visit, a reminder email is sent if the remote registration process has not been completed.
Both emails can be customized for the type of visitor. Available visitor types depend on your organization's configuration. Learn more: Visitor types.
- Click Customize to edit the registration request or registration reminder email.
- If you have visitor types configured, select the type of visitor to expand the section and reveal the email editor.
- Edit the email as required and click Save when done.
Edit the emails for the other visitor types as required.
QR code by email
Enable QR code by email to configure a check-in QR code to be sent to the visitor when the remote registration process has been completed. iOS users can download the pass to their Apple wallet. The QR code is used to check in on arrival.
- Click the toggle to enable the QR code, and click Customize to edit the email.
- If you have visitor types configured, select the type of visitor to expand the section and reveal the email editor.
- Edit the email as required and click Save when done.
Edit the emails for the other visitor types as required.
Notification sent to hosts
Visit refusal alert
If a visitor's response to a registration question was flagged as unacceptable, a visit refusal alert notification is sent to the host allowing them to contact the visitor and rearrange the visit as appropriate. If you have visitor types configured, you can customize the message sent to the host for each visitor type.
- Click Customize to edit the visit refusal alert.
- If you have visitor types configured, select the type of visitor to expand the section and reveal the email editor.
- Edit the email as required and click Save when done.
Edit the emails for the other visitor types as required.