2026-09-17Last updated
To give planned visitors access to your site to attend a planned visit event, you can
use the planned visitor check-in option.
What you should know
There are two ways to check in planned visitors:
- Using the visitor's name.
- Using the visit event name.
Depending on how visitors arrive at the Front desk, you can perform a single check-in
or a bulk check-in for a selection of visitors or all visitors for an event.
If your organization uses Security Center SaaS Premium, the system can automatically screen
planned visitors during check-in to identify potential security matches. Security screening
is only available for US accounts and only screens US people.
- To activate the security screening option for planned visitors, visitor profile
settings must be configured at the site level by the site owner.
- When visitor screening is active, bulk actions cannot be performed. The check-in
process occurs one visitor at a time.
Note: The picture taken during visitor check-in is only stored in our Microsoft Azure
storage and is not sent to third parties.
Procedure
-
In Security Center SaaS, open the Front desk task.
-
If a visitor presents themselves using their name, in the Visitors
section, search for a visitor or select a visitor from the list.
-
In the Visitor details side pane, select a check in
method.
- If you are not screening visitors, click Check in.
- If you are screening visitors, click Start check in.
Allow camera usage if your web browser prompts you to do so during visitor
check-in.
-
At the picture-taking step, instruct your visitor to stand in front of the camera
for a front-facing photo.
-
If security screening is enabled, review the Security
screening section to determine if the visitor is a match:
- If the person is a match: Verify that their name, date of birth (DOB), and photo
match the flagged profile. Click Confirm match, click
Confirm match again, and let the visitor know someone
will be with them soon.
- If the person is not a match: Click No match, and proceed
to the next step.
-
In the Check in visitors dialog, click Check
in again to confirm your choice.
-
If visitors present themselves using the visit event name, click View
schedule.
-
In the My schedule side pane, select a visit event from the
list.
-
In the Visitors section of the visit event details, use the
Expected filter button to show visitors you can check
in.
-
If security screening is not enabled, check in your visitors using one of the following
methods:
- One visitor: Select the visitor and click Check in
(
).
- Multiple visitors: Search for or select the visitors, click
More (
), and
then click Check in (
).
- All visitors: Click Select all (
), click More (
), and then click Check
in (
).
Then in the Check in visitors dialog, click Check
in again to confirm your choice.
-
If security screening is enabled, search for a visitor or select a visitor from the
list.
-
Click Start check-in (
) and follow the on-screen prompts to complete the required
information.
Allow camera usage if your web browser prompts you to do so during visitor
check-in.
-
At the picture-taking step, instruct your visitor to stand in front of the camera
for a front-facing photo.
-
Review the Security screening section to determine if the
visitor is a match:
- If the person is a match: Verify that their name, date of birth (DOB), and photo
match the flagged profile. Click Confirm match, click
Confirm match again, and let the visitor know someone
will be with them soon.
- If the person is not a match: Click No match, then review
the information and click Confirm check-in if the
information is accurate.
After you finish
If all other conditions have been met, you can issue a badge.