Invite a Visitor
Yeastar Workplace supports scheduling visits for yourself or for others. This topic describes how to invite a visitor to your workplace.
Procedure
- Log in to Yeastar Workplace web portal, click the Visits tab in the top menu bar.
- Click Invite to create a visit schedule.
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In the pop-up dialog box, configure the visit details.
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Configure the following information:
- Subject: Enter the subject for this visit.
- Time: Select the arrival, and leave time for the visitor.
- Name: Enter the name of the visitor.
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Email: Enter the email address of the visitor.
If you wish to send a notification email about the invitation to the visitor, select Send Invitation via Email.Note
- The notification email contains a link for visitors to submit the questionnaire in advance.
- If you can't select the checkbox Send Invitation via Email, it may be the administrators have disabled the invitation notification for visitors.
Contact the administrator in your workplace for more information.
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Phone Number: Optional. Enter the phone number of the visitor.
- Building & Floor: Click the dropdown list and select the desired building and floor.
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Meeting Room: Optional. Decide whether to book a meeting room for this visit.
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Type: Click the dropdown list and select a type for the visitor.
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Host: Specify the host(s) for this visit.
The default value is yourself, if you are scheduling a visit for others, remove yourself and clickto select the host(s).
If you wish to send notifications to the host(s) when visitors check in, select Send Notifications When Visitors Check-in.
Tip
If you can't select the checkbox Send Notifications When Visitors Check-in, it may be the administrators have disabled the check-in notification for hosts.
Contact the administrator in your workplace for more information.
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Click OK.
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Result
You have created a visit schedule successfully.
- The visit schedule is displayed on the schedule list for all hosts, with the status Invited.
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A notification about this visit is sent to the host(s).
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If you enabled Send Invitation via Email, a notification email is sent to the visitor's mailbox, through which the visitor can submit the check-in questionnaire.
- If you booked a meeting room for this visit, a meeting room schedule is created automatically. You are the meeting organizer and the hosts are participants.
Created: September 30, 2022