Zoom Visitor Management

Zoom Visitor Management

Zoom Visitor Management helps to setup our visitors before they arrive. This streamlines the process of checking in and visiting our locations that are using Zoom Visitor Management. Follow the below instructions to get set up!
  1. In the Zoom Workplace app, go to the menu at the top.  Under the three dots (...) where its says More, find Workspaces.  Just below the main menu bar, you have two choices: Workplace Reservation or Visitors.  Click Visitors.
  2. Click the big Create Invitation button and complete the fields.  It will send an email to you, your guest and the receptionist to let them know you are expecting a visitor.  If for some reason, the receptionist will be away from their desk when your visitor is due to arrive, they will let you know.
  3. Once the visitor receives their email, there is a link to a super short form for them to complete, including their phone number.  This is just in case they leave anything behind and we need to contact them!
  4. Once the visitor completes their registration, they will receive a code via email which they’ll need to bring with them when they arrive.
Once they arrive, visitors can choose from completing the form or retrieving their form.  If they have registered already, they’ll need the six digit code to retrieve.  It’s okay if they have not been pre-registered.  They can complete the form on the iPad in the lobby.

Once complete, a badge will be printed for them to wear for their entire visit.  Zoom will message the host that their visitor has checked in.

At the moment, there is no sign out procedure.

    • Related Articles

    • How to set Zoom Holiday Hours

      Instructions for All Zoom Phone Call Queue Admins on how to set Holiday hours Go to https://crossco.okta.com/ and select “Zoom” from the app page. -Once the Zoom Portal loads, One the left hand side, go to Admin > Phone System Management > Call ...
    • Useful Zoom Tutorials

      Zoom platform walkthroughs. These are some videos we believe may be useful to guide you to learning Zoom. For a full breakdown of videos please go to https://learn-zoom.us/show-me In this Article there will be video walkthroughs for: -Initial Zoom ...
    • Zoom Call Forwarding

      If you need to forward calls to your cell phone, or need to forward calls to a coworker while you're busy or out of the office these few steps can get you set up! This article will go over how to set this up on your PC or your mobile phone. To ...
    • Zoom Call Handling Settings

      To check or edit you call handling & forwarding settings follow these quick steps: To bookmark this article here's the link: https://helpdesk.crossco.com/portal/en/kb/articles/zoom-call-handling-settings For easy to follow initial Zoom Phone overview ...
    • How to clear Zoom cache and cookies

      1. Open File Explorer. 2. Go to C:/Users/Username/AppData/Roaming/Zoom. 3. Right-click on the data folder and click Delete.