Skip to content

Manage Visit Schedules

This topic describes how to edit, and delete visit schedules.

Visit schedule status

There are 4 different statuses of visit schedules.

  • Invited: The schedule has not yet reached its start time and no one has checked in for this visit schedule.
  • Arrived: The visitor or the internal users (inviter/host/receptionist) have checked in for the visit schedule.
  • Late: The schedule has reached the start time and no one has checked in for this visit schedule.
  • No-show: The schedule has passed the end time and no one has checked in for this visit schedule.

Edit a visit schedule

Restriction

  • Visit schedule status: Invited or Late

  • For regular users: You can only edit the visit schedules you created and the visit schedules you host.

  • For receptionists: You can edit all the visit schedules within your authority that admin assigned.

Procedure

  1. Log in to Yeastar Workplace, click the Visits tab in the top bar.
  2. In the top filter bar, click beside Status and select Invited or/and Late, then click Search.
    All visit schedules that haven't been checked in are displayed on the page.
  3. To the right of the desired visit schedule, click .

  4. In the pop-up window, edit the visit schedule as needed.

    Note

    If you have booked a meeting room for this visit, when the meeting room is checked in, the visit schedule can no longer be edited.

  5. Click OK.

Result

You have edited the visit schedule successfully, a notification with the latest visit details is sent to the host and the visitor.

Need to focus on schedules you host?

If you only want to view and edit schedules you host, do as follows:

  1. Log in to Yeastar Workplace, click the Schedule tab in the top bar.
    This tab displays all the visit schedules you host, the unchecked ones are displayed in black.
  2. Click an unchecked visit schedule and select Edit.
  3. In the pop-up window, edit the visit schedule as needed.
  4. Click OK.

You have edited the visit schedule successfully, a notification with the latest visit details is sent to the visitor.

Delete/Cancel visit schedules

Restriction

  • For regular users: You can only delete/cancel the visit schedules you created and the visit schedules you host.

  • For receptionists: You can delete/cancel all the visit schedules within your authority that admin assigned.

Procedure

  1. Log in to Yeastar Workplace, click the Visits tab in the top bar.
  2. Select the desired visit schedule(s) and click Delete.
  3. In the pop-up window, click Delete.

Result

You have deleted the visit schedule(s) successfully.

If the status of the deleted schedule is Invited or Late, an email about the cancellation is sent to the visitor.

Need to focus on schedules you host?

If you only want to view and delete schedules you host, do as follows:

  1. Log in to Yeastar Workplace, click the Schedule tab in the top bar.
  2. Click a visit schedule and select Delete
  3. In the confirmation dialog box, click Delete.

You have deleted the visit schedule successfully, if the status of the deleted schedule is Invited or Late, an email about the cancellation is sent to the visitor.

Last update: February 3, 2023
Created: September 30, 2022