Invite Visitors
Yeastar Workplace supports scheduling visits for yourself or for others. This topic describes how to invite visitors to your workplace.
Procedure
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Log in to Yeastar Workplace web portal, click the Visit tab in the top menu bar.
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At the top left corner, click Invite, then select an option based on the number of visitors to be invited.
- To invite a visitor, select Invite a Visitor.
- To invite two or more visitors, select Invite a Group.
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In the pop-up window, configure the following information.
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Configure the visit details, which will be displayed on the invitation email sent to the visitor.
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Subject: Enter the subject for this visit.
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Building & Floor: Select the desired building and floor.
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Time: Select the arrival time and leave time for this visit.
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If you want to book a meeting room for this visit, select the checkbox of Book a Meeting Room, and then set the meeting time and select a meeting room.
- Select host for this visit.
- Host: Specify the host(s) for this
visit.
By default, you are the host. If you schedule the visit for others, you can remove yourself and click to select the host(s).
- Alert Host(s) as Visitor Checks in:
If you want to send notifications to the host(s) when
visitors check in, enable this option.Note: If you fail to enable this option, it may be the administrator has disabled the check-in notification. Contact the administrator in your workplace for more information.
- Host: Specify the host(s) for this
visit.
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Configure the visitor information.
Invite a Visitor Invite Group Visitors -
Visitor Name: Enter the name of the visitor.
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Type: Select a type for the visit.
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Email: Enter the visitor's email address.
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Phone Number: Enter the visitor's phone number.
- Job Title: Enter the visitor's job title.
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Remark: Enter a remark for this visit.
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Visitor Information: Click Add to add visitors.
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Allow Adding Other Visitors: To allow visitors to invite other members to this visit schedule, enable this option.
Type: Select a type for the visit.
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Remark: Enter a remark for this visit.
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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 of all hosts, with the status displayed as Invited.
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A notification about this visit is sent to the host(s).
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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.
- An invitation email is sent to the visitor's mailbox, through which visitors
can submit the check-in questionnaire and check in when they arrive.Note: For group visitors, if you selected Allow Adding Other Visitors, a link is displayed on the bottom of the invitation email, other members can click the link to join this visit schedule.