Add Visitor Email Template

You can set the email template (including the email type, email subject, and content) so that the platform can send emails automatically to the specified recipient according to the predefined email template.

1. On the top left of the Web Client, select > Passing Management > Visitor > Basic Configuration > Email Template.
2. Click Add.
3. Enter the required parameters.

   Email Type

   The email type defines when the platform automatically sends an email containing the information you predefined to the specified recipient.

   Send Email When Reservation Approved

   The platform automatically sends an email to the specified recipient when a visit reservation is approved.

   Send Email When Checked-In

   The platform automatically sends an email to the specified recipient when a visitor checks in.

   Send Email When Reservation Rejected

   The platform automatically sends an email to the specified recipient when a visit reservation is rejected.

   Recipient

   Set the type of the email recipient (visitor or host).

   Assume that you have set Email Type to Send Email when Reservation Approved and Recipient to Visitor, a visitor will receive an email when their visit reservation is approved, as long as their email address is provided in the reservation.

   Name

   Create a name for the template.

   Subject

   Enter the email subject as desired. You can also click the button in the lower part of the window to add the related information to the subject.

   Email Content

   Define the report content to be sent. You can also click the buttons below Content to add the related information to the content.

   Note:

   • If you add the arrival time to the email subject or email content, and the email application (such as Outlook) and the platform are in different time zones, the displayed time period may have some deviations.

   • You can add the reservation code to the email subject or content, so the visitor can get the reservation code once they make the reservation.

4. Finish adding the email template.

   • Click Add to add the template and go back to the email template list page.

   • Click Add and Continue to add the template and continue to add other templates.

   The email template will be displayed in the email template list.

5. Optional: Perform the following operation(s) after adding the email template:

   Option	Description
   Edit Template	Click in the Operation column to edit template details.
   Delete All Templates	Click Delete All to delete all the added templates.

   Note:

   On the email template list page, there are six default templates. You can view or edit default templates but not delete them.