Schedule a single visitor

Create a visit in SV3 Enterprise for one person, whether they're at the desk now or arriving later.

Before you start

• Your role sets for whom you can schedule. 
  • Security Officers, Receptionists, and Local Admins schedule visits for any user at their Location. 
  • A Standard User schedules only their own visits, or visits for a user who has added them as a Delegate.
• The host must already be in the Location's directory of users. You can't name a host who isn't.
• A Global Admin can't be a host. To host a visit, a Global Admin also needs a role at that Location.

Steps

1. On the Dashboard, click New Visit.
   
2. Select Schedule New Visit. The Schedule a Visitor box opens.
   
3. Choose the Location and the Visit Type. Global Admins and Local Admins create and manage Visit Types, such as Visitor, Contractor, or Vendor, as examples.
4. In the Host field, type part of the host's name, then select a match from the list.
5. Fill in the remaining required fields, marked with an asterisk (*), and any optional fields you need. Note: You cannot fill in Citizenship fields. The visitor selects it when they check in at the kiosk, or provides it to your guard or receptionist performing the check in at time of check in.
6. Click Schedule Visitor.

Result

The visit appears in the visit list on the Dashboard for that Location. To leave without saving, click Cancel instead.

Related

• Schedule a series of recurring visits
• Create and manage Visit Types
• Add a Delegate to your account