How do I invite a visitor?

Required plan
Required Basic
Required Standard
Required Premium
Required Enterprise

To learn how to invite a visitor from the invites dashboard (web) or the Envoy Passport mobile app, read on. You can also invite multiple visitors by uploading a CSV or invite visitors from your calendar.

How to invite a visitor from from the dashboard

  1. Go to Dashboard > Invites.
  2. Click “New invite.” You’ll be taken to the invite form. Invite
  3. If your office has multiple visitor types, you’ll need to select the visitor type first.
  4. Arrival time, visitor’s full name and host name are also required.
    • You can invite visitors for yourself, or on behalf of any other employee by choosing their name in the ‘host name’ field. Learn more about creating invites for other employees. Invite
  5. To speed up sign-in when the visitor arrives, you can fill in their email and any other fields. Invite
  6. Optionally, leave a private note for anyone monitoring the invite dashboard. The visitor will not see this note. Invite
  7. If you’d like to send an invite email to your visitor, click the check box beside ‘Send an invitation and calendar invite to the visitor.’
  8. Click “Invite.”

How to invite a visitor on Passport for iPhone

  1. Open Envoy Passport on your phone.
  2. Go to the visitors tab at the bottom and the invites tab at the top.
  3. Tap “new invite.” 
  4. Fill in the invite form with your visitor’s information and tap “next.”
  5. On the confirm invite screen, tap “confirm” to invite the visitor. 

How to invite a visitor on Passport for Android

  1. Open Envoy Passport on your phone.
  2. Go to the visitors tab at the bottom and the invites tab at the top.
  3. Tap the plus sign (+). 
  4. Fill in the invite form with your visitor’s information and tap the check mark in the top right.   
  5. On the confirm invite screen, tap the check mark to invite the visitor.