Overview
The Visitors page lets you track everyone coming into your space who isn’t a member — guests visiting your customers, people touring your space, or attendees of meetings booked by your members. You can register visitors in advance, check them in on arrival, notify hosts, and manage approval workflows. Visitors can also be linked to specific bookings as guests, which connects them to the resource, time slot, and host for that meeting.How to access
Navigate to Operations → Visitors in the left sidebar.Requires the visitor role.
Key concepts
| Term | Meaning |
|---|---|
| Visitor | A person coming to your space who is not a member — a guest, prospect, or meeting attendee. |
| Host | The customer (member or contact) who the visitor is coming to see. |
| Booking visitor | A visitor linked to a specific booking. This connects the visitor to a resource reservation (e.g., “Guest for Jane’s meeting in Room A at 2pm”). |
| Tour | A visit specifically for someone interested in your space. Tours have a separate confirmation workflow. |
| Visitor approval | A workflow where the host must approve or reject a visitor before they are granted access. |
| Visitor code | An auto-generated unique code the visitor can use to check in at your front desk or kiosk. |
Visitor types
The list view shows each visitor’s type as a badge:| Type | Meaning |
|---|---|
| Visitor | A standard guest visiting a customer |
| Booking guest | A visitor linked to a specific resource booking |
| Tour request | Someone requesting a tour of your space (not yet confirmed) |
| Confirmed tour | A tour that has been confirmed by your team |
Creating a visitor
Enter visitor details
Fill in the required fields:
- Full name (required)
- Email (required)
- Expected arrival (required — date and time in 15-minute intervals)
- Phone number
- Company name
- Reason for the visit
- Internal notes (visible only to your staff)
Assign a host (optional)
Select the customer this visitor is coming to see. This enables host notifications and the approval workflow.
Mark as tour (optional)
Check This visitor is coming for a tour if they are a prospective customer touring your space rather than visiting an existing member.
Check in immediately (optional)
Enable Check this visitor in now if the visitor is already at your front desk. This sets their arrival time to now.
Visitor form fields
Details tab
Visitor information
| Field | Description |
|---|---|
| Location | Which location this visitor is expected at (required) |
| Full name | Visitor’s full name (required) |
| Visitor’s email address (required) | |
| Phone number | Contact phone number |
| Company name | The visitor’s company |
| Customer notes | Notes from the host/customer about this visit (read-only in admin) |
| Internal notes | Private notes for your staff (not visible to the visitor or host) |
| Reason for the visit | Why the visitor is coming |
Arrival and departure
| Field | Description |
|---|---|
| Check this visitor in now | Immediately marks the visitor as arrived (only available during creation) |
| Expected arrival | Date and time the visitor is expected (required; locked once arrived) |
| Arrived on | Actual arrival date and time (set automatically on check-in; read-only) |
| Left on | Departure date and time (read-only) |
Host
| Field | Description |
|---|---|
| Host | The customer this visitor is coming to see (optional) |
| This visitor is coming for a tour | Marks the visit as a prospective space tour |
Customers tab
If the visitor’s email matches an existing customer record, this tab shows the linked customer profiles. This helps you identify return visitors who may already be in your system.Visitor approval
When visitors walk in without being pre-registered, you can require the host to approve the visit before granting access. Hosts can respond via email, WhatsApp, or the mobile app. For full details on configuring and using the approval workflow, see:- Visitor Approval — configure approval settings, understand statuses, and manage the approval flow
- Visitor Approval on WhatsApp — let hosts approve visitors conversationally via WhatsApp
Visitors and bookings (booking guests)
Visitors can be linked to specific resource bookings through the booking visitor relationship. This is how you track guests attending a meeting booked by one of your members.How it works
- When a customer books a meeting room, they can add visitors (guests) to that booking.
- Each guest becomes a booking visitor — a link between the visitor record and the booking record.
- The visitor list shows these as “Booking guest” with the resource name (e.g., “For Jane Smith at Meeting Room A”).
- A single visitor can be a guest at multiple bookings, and a single booking can have multiple visitors.
Who can add booking visitors
Visitors can only be added to bookings that have a host (a customer associated with the booking). Bookings without a customer cannot have visitors.Where booking visitors appear
- On the Visitors list — shown with a purple “Booking guest” badge and the resource name
- On the Booking detail — listed as guests for that reservation
- The visitor’s check-in code can be used by the guest to self-identify at reception
Notifications
When a visitor is added to a booking, the system can send:- A booking confirmation email to the customer who made the booking
- A visitor invite email to the visitor with details about the visit
If the “Do not register known customers as visitors” setting is enabled, existing customers added as booking guests will not generate a new visitor record.
Visitor lifecycle
A visitor moves through these stages:Check-in
A visitor can be checked in by:- Staff at front desk — set the arrival date on the visitor record or use the “Check in now” flag on creation
- Self-check-in — the visitor uses their unique visitor code at a kiosk or NexIO terminal
- AI agent — visitors can register through an AI-powered channel and be checked in automatically
Check-out
Set the departure date on the visitor record when they leave. This moves their status to “Departed”.Visitor sources
Each visitor record tracks how it was created:| Source | Description |
|---|---|
| Administrator | Created manually by a staff member in the Dashboard |
| Customer | Created by the host customer from the Members Portal (pre-registering their own guest) |
| NexIO | Created via self-registration at a kiosk, public booking portal, or AI agent |
The visitor list
Default view
The list initially shows visitors expected from today onwards who have not yet arrived — your upcoming visitor schedule.Quick filter segments
| Segment | Shows |
|---|---|
| Expected today | Visitors expected today who haven’t arrived yet |
| Expected | All future expected visitors (not yet arrived) |
| Requested tours | Tour requests that haven’t been confirmed |
| Expected tours | Confirmed tours with upcoming expected arrival |
| On site | Visitors who arrived today and haven’t departed |
| Arrived | All visitors who have arrived (regardless of departure) |
List columns
| Column | Details |
|---|---|
| Full name | Visitor name with host information (e.g., “For Jane Smith” or “For Jane Smith at Meeting Room A”) |
| Check-in code | The visitor’s unique code for self-check-in |
| Expected on | Expected arrival time; shows actual arrival/departure times once checked in |
| Type | Badge: Visitor, Booking guest, Tour request, or Confirmed tour |
| Status | Approval status (Approved, Pending, Rejected, Grant access, Hold for collection) or check-in status (Checked in, Departed) |
Filtering
You can filter the visitor list by:- Host customer or team
- Location
- Visitor source (Administrator, Customer, NexIO)
- Approval status
- Tour status (tour vs. regular visit, confirmed vs. unconfirmed)
- Arrival status
- Resource name (for booking guests)
- Date ranges (expected arrival, actual arrival, departure)
Tours
Tours are a special type of visitor for prospective customers evaluating your space.Tour workflow
Tour request received
A tour can be requested by the prospect (via the portal or AI agent) or created by your staff. It appears as a “Tour request” in the list.
Confirm the tour
Set Tour confirmed to schedule the tour. The visitor moves to “Confirmed tour” status.
Notifications and emails
The system sends different notifications depending on the visitor’s type, source, and approval status.Visitor emails
| Sent to | When | |
|---|---|---|
| Visitor registered | Visitor | When the visitor is created and either no approval is required, or approval has been granted. If a future expected arrival is set and scheduled notifications are enabled, the email is sent 24 hours before arrival instead. |
| Visitor approval request | Host (customer) | When the visitor is created via NexIO and visitor approval is required. Contains approve/reject action links. |
| Visitor check-in | Host (customer) | When the visitor arrives and checks in (only if the host has approved or no approval is required). |
WhatsApp approval message
When the AI WhatsApp channel is enabled for the location and the host has a mobile number on their customer profile, the approval request is also delivered as a WhatsApp message. The host can reply with a number, a name, or “approve all” for multiple visitors. See Visitor approval on WhatsApp for the full setup and message customisation options.Staff notifications
| Notification | Sent to | When |
|---|---|---|
| Visitor registered | Staff members with “Visitor registration” notifications enabled | When any visitor is created |
| Visitor accepted | Staff members with “Visitor registration” notifications enabled | When a host accepts a visitor via the approval email |
| Visitor rejected | Staff members with “Visitor registration” notifications enabled | When a host rejects a visitor via the approval email |
Push notifications
When a visitor checks in and the host has a mobile device registered, the system sends a push notification saying “You have a visitor: [visitor name]”.Webhooks
| Webhook | Triggered when |
|---|---|
VisitorRegistered | A new visitor is created |
VisitorCheckedin | A visitor checks in |
VisitorNotification | A scheduled notification is sent to a visitor |
VisitorDeleted | A visitor record is deleted |
Access control for visitors
Visitors can be integrated with your access control system:- When a visitor’s approval status is set to Accepted — grant access, the system can schedule access control jobs to unlock doors or grant temporary credentials.
- The
AccessControlScheduledJobIdtracks automated access grants for the visitor’s expected time window. - Access is scoped to the visit duration (from expected arrival to expected departure or check-out).
AI agent registration
If your location has AI channels configured, visitors can self-register through a conversational AI agent. When this happens:- The visitor record is created with source NexIO
- The conversation history between the visitor and the AI agent is stored and displayed on the visitor’s form in the admin Dashboard
- Staff can review the full conversation to understand what the visitor needs
Best practices
- Pre-register visitors whenever possible — it speeds up the check-in process and ensures the host is notified in advance.
- Use the visitor approval workflow for secure spaces where you need the member’s explicit permission before allowing a guest in.
- Link visitors to bookings for meeting room guests — this provides full context (who, where, when) and enables the right notifications.
- Review the “Expected today” segment each morning to prepare for the day’s visitors.
- Track tours separately using the tour flag so your sales pipeline is visible alongside daily visitor traffic.
- Encourage customers to pre-register their own visitors from the Members Portal — this reduces your front-desk workload and ensures accurate host assignment.
Related pages
Visitor Approval
Configure the visitor approval workflow and response options.
Visitor Approval on WhatsApp
Let hosts approve visitors conversationally via WhatsApp.
Bookings
Manage resource bookings that visitors may be attending as guests.
Check-ins
Monitor who is currently on site, including visitors.
Members & Contacts
Manage the customers who host visitors.
Access Control
Configure how visitors are granted physical access.