Visitor invitation settings

Every field on the invitation card — the email and mobile channels, the accepted country codes, and who may invite a visitor.

Updated 2 Sept 2026

The invitation card is the first card on the visiting Settings page, under Invitation. Everything here applies to the whole company.

Notification method

Two cards side by side decide how a visitor can be identified and reached. Each one’s rows appear only while its own switch is on.

Setting	What it does	When to change it
Via email	Lets an invitation identify a visitor by email address. Off, the invitation form has no email field	Turn it off where visitors are only ever invited by mobile number
Notify visitor by email	Sends the visitor their badge email. This is the switch that stops that mail — leaving Via email on and this off records the address without writing to it	Turn it off where the host passes the badge on themselves
Enable visiting appointment email	Adds a calendar attachment to the invitation, so the visit loads into the visitor’s own Outlook, Gmail or Notes calendar	Turn it on where visitors should get a diary entry rather than just a badge
Invitation email privacy	Whether one appointment email goes to everyone (No split), one per email domain (Split by domain), or one to each visitor (Send individually). It decides whether visitors can see each other’s addresses. Appears while the appointment email is on	Send individually, or split by domain, where guests from different companies attend the same visit

Setting	What it does	When to change it
Via mobile number	Lets an invitation identify a visitor by mobile number. Off, the invitation form has no phone field	Turn it on where you invite visitors who have no work address
Support region code	The country codes the invitation form offers, and the only ones a visitor may be reached on. Left empty it accepts every country; a list holding one code offers only that one — and an unchosen list is pre-filled with the country the console was opened from	Whenever visitors arrive from a country the form does not offer. See Add a country code to visitor invitations
Enable mobile notification	Sends the visitor a message when they are invited. Off, the number is recorded and nothing is sent	Turn it off where the phone number is only there to identify the visitor
Mobile notification channel	Whether that message goes by WhatsApp or SMS. It also narrows the country picker above: WhatsApp offers every country, while SMS greys out the ones your account cannot send an SMS to	Match it to the channel your visitors actually read

Setting	What it does	When to change it
Allow staff to invite visitors from the user app	Staff can create a visit without opening the admin console	Turn it off where reception should be the only one raising invitations
Allow inviter to update existing visitor	Any inviter may edit a returning visitor’s name and company on the form, and the change is written back to the visitor record	Turn it off where visitor records are maintained centrally and should not drift with each visit

What the visitor is asked for. The fields on the invitation form come from the visiting type and the form — see Visiting form reference.
The badge itself — its design, its logo, and when the badge email goes out — is the next card down, Visitor badge settings.
Whether an invitation needs signing off before it is sent. That is Require approval before a visitor is invited.
Anything per location. There is no per-building or per-visiting-type variant of these settings.