The Visitor Registration form is essential for visitor management. It's the process taken by Members to create visitor passes for their guests. The registration form uses Activate's content builder to curate the look and function.

1. Creating a new registration form
2. General Settings
3. Scheduling Options

Creating a new registration form

When creating a new registration form, the process should look familiar. It uses VTS Activate's Content Builder. Navigate to the Admin portal, then to Visitor Management, then to Registration Forms. Click New Registration Form to get started.

The Info step is the same workflow as any other piece of content made in Activate. 

The Editor step is initially blank with just a Submit button. There is a warning at the top of the page that Visitors and Schedule are missing from the layout. Double-click them in the content block selector to add them to your form.

General Settings

To edit the form's settings, navigate to Features. Under Visitor Management > General you determine what information is required, optional, or hidden from the form. 

Allow Bulk Import if you want members to see the option to batch import visitor details on the desktop. This option is not available on the mobile app. 

Toggle on Host selection if the host can be designated as someone other than the creator of the pass. The Host information content block must be added to the layout if utilized.

Notes and Notifications allow your members to enter optional notes to your staff or visitors when creating a pass. 

If Notes to staff, Notes to visitors, or Additional recipients to notify are toggled on, the Notes content block must be added to the layout. There is a 200-character limit on each note. Hit enter after typing in an email address in the Additional recipients to notify field to finalize. 

Scheduling Options

Under Scheduling options, select the type of schedule. Choose between Date Range or Recurring. 

• Date Range: Allow visitor passes to be used within a date range. If Date Range is enabled, you will be able to issue a visitor with a QR code that can be used for the entire length of their visit. 
• Custom Dates: Allows visitor passes to be used on multiple non-consecutive dates. 
• Recurring: Allow visitor passes to be repeated for a set number of times or an end date.

Schedule in advance allows you to limit how far into the future visitor passes can be generated.