Copying a visit event

2024-06-25Last updated

You can copy a visit event to take advantage of reusable information in a recurring visit or visit events that include many participants.

Before you begin

Review visit events.

What you should know

  • Any user can copy their visits to create a similar visit.
  • Use the Copy event function when you have recurring visits or a visit that includes many participants. For example, one of the following situations:
    • Repeat visitors
    • A meeting that has the same or similar attendees as a previous meeting
    • Monthly customer visits
    • A yearly business partner conference

Procedure

  1. Click Dashboard > Visits .
  2. Click the visit event that you want to copy.
  3. Click Copy event.
    A copy of the visit event is created.
  4. Modify the visit event as required and click Save.
    For example: changing the event details, changing dates, adding or removing visitors, adding or removing hosts, or amending notifications.
The new visit event is created and a Visit created email notification is sent to all visitors and hosts.