How to view a visitor’s preboarding status

Preregistered and remembered visitors who have completed preboarding will have their preboarding status recorded and will only need to complete it again when the validity period of the preboarding flow expires.

🏳️ Available as an AddOn

In order to ensure that regular visitors will have their preboarding status saved for their next visit, the ‘remembered visitors’ setting needs to be enabled.

For more information on how to allow visitors to save their details for their next visit, click here.

View preboarding status of a Remembered Visitor

To view a remembered visitor’s preboarding status, navigate to the ‘Visitors' view and then the ‘Remembered Visitors’ tab.

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Select the visitor whose preboarding status you would like to view. If they have completed a preboarding flow, this will appear in the drawer as completed and show when the validity period will expire.

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If a Remembered Visitor’s preboarding flow has expired, this will appear in the drawer of that visitor along with the date that it expired.

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View preboarding status of a Preregistered Visitor

To view a preregistered visitor’s preboarding status navigate to the ‘Visitors' view and then the ‘Preregistration’ tab.

Screenshot 2024-08-14 at 1.11.08 PMSelect the visitor whose preboarding status you would like to view. If they have completed the preboarding flow, this will appear in the drawer as completed and when the validity period will expire.

Screenshot 2024-08-14 at 1.10.33 PMIf a preregistered visitor’s preboarding status has expired, this will appear within the drawer of that visitor along with the date that it expired.

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