SV3 Visitor | Invitations & Guest Lists | Schedule Recurring Visitors (Contractors, Vendors, Long-Term Guests)

Role Access

Setting Up a Recurring Visitor Workflow

1. Begin creating a visitor invitation.

2. Under Recurrence, choose:

   • Weekly or Monthly

   • Days of the week

   • Required End Date

3. Add the visitor(s).

4. Submit the event.

Editing Recurring Visits

• Open the event from Scheduled Visitors.

• Update dates, frequency, or visitor details.

• Save changes.

Best Practices

• Always set a proper end date to avoid expired or unintentional ongoing recurrences.

• Avoid creating multiple separate recurring events for the same visitor or contractor.

• If a visitor stops receiving emails, verify recurrence is still active.

• Setting up for weekly or monthly is nice to have but end date is priority-