Manage Visit Schedules
This topic describes how to edit, and delete visit schedules.
Edit a visit schedule
You can edit all the unchecked-in visit schedules that you are involved in, including schedules that you created and host.
Tip
If you are a receptionist, you can edit all the visit schedules within your authority that admin assigned.
- Log in to Yeastar Workplace, click the Visits tab in the top bar.
- In the top filter bar, click
beside Status and select Invited, then click Search.
All visit schedules that haven't been checked in are displayed on the page. - To the right of the desired visit schedule, click
.
-
In the pop-up dialog box, 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.
-
Optional: Decide whether to notify the visitor about the changes made to the visit schedule.
- Notify visitors: Select the checkbox Send Invitation via Email.
- Do NOT notify visitors: Unselect the checkbox Send Invitation via Email.
-
Click OK.
Need to focus on schedules you host?
If you only want to view and edit schedules you host, do as follows:
Delete/Cancel visit schedules
You can delete/cancel all the visit schedules that you are involved in, including schedules that you created and host.
Tip
- Make sure that you have notified the visitor before you cancel a visit schedule that has not yet occurred, as the system will not notify visitors about the cancellation.
- If you are a receptionist, you can delete all the visit schedules within your authority that admin assigned.
- Log in to Yeastar Workplace, click the Visits tab in the top bar.
- Select the desired visit schedule(s) and click Delete.
- In the pop-up window, click Delete.
Need to focus on schedules you host?
If you only want to view and delete schedules you host, do as follows:
- Log in to Yeastar Workplace, click the Schedule tab in the top bar.
-
Click a visit schedule
- For checked-in schedules,click Delete in the pop-up dialog box.
- For unchecked-in schedules, click More > Delete.
-
In the confirmation dialog box, click Delete.
Created: September 30, 2022