Calendaring Configurations

Calendaring configurations are defined at the global level (Settings App > Visitor Manager) and at the location level.

Configure the Default Location and Visit Type

Configure the default location and visit type for the visits created via the calendaring application under Settings App > Visitor Manager. In the case of no location information being available in the meeting created via the calendaring application, or if the host does not have a location assigned, the default location provided in this setting will be taken as the location while creating the meeting.

Configure the Default Building for the location

Select the default building for the location in the Location record > Buildings sub-tab, so that meeting is set for the building when the meeting is created via the calendaring application. If the default building is not selected, the meeting will be set for the first building in the building list for the location.

Configure the Conference Room and Email ID

Conference room name and ID are set at the Location record > Floors/Rooms sub-tab.

Key Points

The following are the key points to note before creating the visit via the calendaring application:

Access Card Configure access card provisioning for a visit created by the calendaring application at the Location Preferences. Make access cards mandatory for visitors visiting this location.
Visit duration Visit duration configurations set at the Settings app > Visitor Manager. Maximum days in advance for which a visit can be scheduled The maximum permitted duration of a visit (in days) Default difference in visit start and end date (in days) Default difference in visit start and end time (in minutes) The meeting is created when it satisfies all the above conditions. If it does not satisfy a particular condition, appropriate email notifications are sent to the host.
Restrict visit Restricts a host to schedule visits to only their assigned locations at the Settings app > Visitor Manager. The host will be able to invite visitors to only his/her location. A host can be assigned additional locations in the account information tab of their identity record to host a visit for multiple locations.
Allow all-day visits Configure an all-day meeting at the Settings app > Visitor Manager. If not configured, all day visits are not allowed via the calendaring application. The host will get the appropriate email notifications.
Allow recurring visits Maximum permitted duration of a recurring visit (in days) Configuring the permitted duration of a recurring visit and privileges to create a recurring visit via the calendaring application is done at the Settings app > Visitor Manager.
Private visitors You are able to add visitors as private visitors for meetings created via the calendaring application only if the setting is enabled in the Settings app > Visitor Manager. Mark new visitors as private by default
Approvals Approvals defined at the location are triggered for visits created from the calendaring application: Visit Approval Visitor Approval Watchlist Security Check
Note:
  • If your invitation is forwarded to other recipients, they will not automatically be added to the visit within HID Visitor Manager. You will need to manually add the new recipients in the invite in order to register them with your security staff and provide them with an invitation code.

Related Topics: