Visitor Management
Visitor management workflow templates for recording who is on site. The Visitor Check-In and Check-Out template captures each visitor's details on arrival, confirms their arrival and shares site safety instructions by email, then has reception record the departure time and pass return before a thank-you email is sent.
Benefits
- Capture every visitor's details on arrival
- Send site safety instructions when a visitor checks in
- Record departure time and pass return at check-out
Common Use Cases
Frequently Asked Questions
What Visitor Management workflow templates are included?
The Visitor Check-In and Check-Out template captures visitor details at check-in, confirms their arrival and shares site safety instructions, then has reception check the visitor out, recording the departure time, pass return and notes, before a thank-you email is sent.
Who are the Visitor Management templates for?
They're designed for reception teams, office managers and site administrators who need to know who is on site. Visitors check in through a form without needing an account, and reception completes the check-out.
Can I change a visitor management template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a host notification or an induction acknowledgement — or edit the steps in the workflow editor. Earlier versions are kept.