Set Visit Scheduling Policies

This topic describes how to set the visit scheduling policies to manage when users can make visit schedules.

Requirement

Yeastar Workplace Plan: Standard Plan or Pro Plan

Procedure

  1. Log in to Yeastar Workplace admin portal, go to Visit > Visit Preferences.

  2. In the Time Settings section, edit the following settings:

    Setting  Description
    Restrict Schedules to Working Hours
    Decide whether to restrict visit scheduling to Company Working Hours.
    Note: To view or set the working hours, go to Location and click of the desired building, then go to Edit > Time Preferences > Working Hours.
    • Enable:
      • Users can only schedule visits during the company working hours.
      • Visitors can only check in/register during the company working hours.
    • Disable:
      • Users can schedule visits at any time.
      • Visitors can check in/register at any time.
    Advance Time Window to Invite

    Restrict how far in advance users can schedule a visit.
  3. In the NDA Settings section, decide whether to require visitors to agree to the NDA (Non-Disclosure Agreement) before checking in.
    Note: By default, this option is disabled. If you enable this option, you need to upload an NDA file.
  4. Click Save.